CNY Band Widening Likely by Q3
* The CNY is becoming a basket currency and greater basket currency flexibility is likely this year* The PBoC monetary policy report stated that...
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Tencent's Multiple Platforms Deliver Key Advantages
The market seems to view Tencent Holdings Ltd (Tencent) as an online games company which also owns WeChat (the WhatsApp of China). We think this...
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Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
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Asia Calling: CNY - A Basket Currency, Not a Basket Case
* CNY remains under pressure given the economic slowdown, concerns about debt and capital outflows* China's FX reserves look more than enough, but...
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China Internet: Mobile Games Realize Their Potential
Solid top line performance at Chinese internet stocks has not helped the share prices which have been battered for the second time in 7 months....
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