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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China's International Financial Position
Two interesting developments have affected China’s international financial standing in recent months. The first is that the yuan – China’s currency...
201 Views
A Strange Thing Happened on the Way to the CNY/CNH Option
A strange thing has happened to the value of CNY/CNH options and NDF pricing. Despite the increased concern over the RMB, the spread between the...
172 Views
China Property - Likely Turning Point for Shenzhen?
In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to...
214 Views
Projecting Residential New Starts in China
China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One...
194 Views