EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
542 Views
Labor Disputes at the Chinese Airlines
Unbeknownst to the flying public, the Chinese aviation industry is facing labor disputes, particularly from their pilots, according to a recent...
530 Views
China's Economic Work Conference & Its Courts
Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central...
447 Views
How a Trump Presidency Might Be Good for the Chinese Economy
There has been enormous amounts of hand wringing about what a Trump presidency will mean for economic relations with China and the Chinese...
242 Views