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...
667 Views
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,...
1.2k Views
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...
332 Views
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...
492 Views
Bondcritic Market Monitor (30-Sep-2019): The Cat Is Still Dead...
As we expected, a flight to quality is back as 2/10 spread remaining in single digit (6bps last Friday). Rising VIX and lower Baltic dry index...
551 Views