TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December
Tracking Traffic/Chinese Express & Logistics is a new research product designed to be the focal point for all of our research on China's...
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After a Rocky Week for US Foreign Policy Davos and Korea Provide and Opportunity - Will Trump Act?
China: Economy remains very, very strong with solid markets overseas and good growth at home. Large US trade deficit for 2017. Mexico: Reports...
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Beijing Hubris Risks Policy Error, as Europe Becomes Key For US Yields…
Rising bond yields are reflecting less current inflation than growing evidence of supply side bottlenecks; in December, US truckers saw spot rates...
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Sector Capsule: Internet Retailing in China
Internet retailing continues to record robust current value growth of 30% in 2017, to reach CNY3.1 trillion, although this is a deceleration after...
160 Views
EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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