The Importance of the Obscure: Banker's Acceptance and Capital Flows Out of China
Yesterday was money and credit data release data in China. Most of the numbers grew robustly, as is always expected with this specific release,...
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What MSCI Rejection Means for Chinese Indexes and the RMB
It was announced early Asia morning that the MSCI would not be including China in the Emerging Market Index. While China had clearly hoped for...
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Too Much Going On To Be Bullish
I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities...
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China Listed Firms Q1 Summary
Heavy capital investment in previous years and government support helped the Chinese economy in previous years to grow, while this year seems to be...
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Getting the Detail Right in China
There is a problem with official statistics in China. Put simply, they cannot be relied upon. From coal consumption, steel or iron ore production,...
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