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China Treasury (CHINA GOVT)

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12 Feb 2020 11:24

China Onshore Credit: Default Rate to Rise on Coronavirus Outbreak?

The coronavirus outbreak is expected to particularly hit the F&B, retail, travel and transportation sectors in China. The loss of operating...

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bearishMacroeconomics
31 Dec 2019 19:37

How China Has Defied the Monetarist View of the Quantity Theory of Money

The monetarists led by Milton Friedman argued that it is impossible to boost National Income or GDP in the medium- or long-term (i.e., for any...

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26 Dec 2019 09:53
Smartkarma Originals

Investing into China's Growing Onshore Bond Market

In this Smartkarma Original, we dig into the onshore bond market of China, covering key topics include historical background, market structure,...

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bullishMacroeconomics
22 Nov 2019 19:07

Taiwan - The Surprise Outperformer

Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this...

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01 Oct 2019 00:31

Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU

The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...

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