Central Government Policy Aid Set to Catalyze LGFVs' Fortunes in 2024
China’s Local Government Financing Vehicles (LGFVs) across the country have shown a diverse credit profiles with majority of the LGFV’s exhibiting...
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China Liquidity Watch: USD easing allowed China to ease, but there is a caveat..
The USD market will be flooded with liquidity in Q4, accompanied by rate cuts, providing Chinese authorities with a window of opportunity to ease...
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EM Watch: Time to play the long end of the Chinese yield curve?
Welcome to our weekly EM Watch, where we examine Emerging Markets (with a particular focus on China) from the perspective of Western investors. It...
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EM Watch: 5 Charts on the Nosediving Chinese Indicators!
China’s exports fired on all cylinders during the spring, but we are now starting to see signs of fading inventories in the US (and to some...
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EM Watch: The Chinese race towards 0% interest rates
Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors. Over the past...
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