Growth with Volatility - The Next Five Years in China
China's 13th Five Year Plan aims to re-balance the economy, to encourage innovation and to clean up the environment. But a major assessment of the...
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RMB Focus: It Was Too Good to Last
Despite the seeming aura of calm that had descended on the RMB and PBOC foreign exchange reserves the past few months, this was a deceptive peace. ...
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RELATED PARTIES: Family Games in HK and SG
Given that related party transactions are somewhat of a national sport in Asia and a key component of most accounting frauds, it is somewhat...
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The Authoritative Person and the Path of Chinese Growth
The world and China is discussing in hushed tones the recent exclusive interview given by an “authoritative” person which talked about the need for...
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April Trade Data and FX Reserve
A lot of how you decide to view the Chinese April trade and foreign exchange report, depends on what exactly you measured. April exports were...
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