Asian Frontier Monitor: One Belt New Road - Here Comes America
In our third report in the Belt and Road Initiative (BRI) or One Belt One Road (OBOR) series, we examine a brand-new US strategic initiative to...
682 Views
Asian Frontier Monitor: Financing Infrastructure and the Success of the Belt-And-Road-Initiative
China’s Belt-and-Road-Initiative (“BRI”) (一带一路) is arguably the 21st century’s most ambitious infrastructure project involving over 65 nations and...
564 Views
A Case For US/China Trade War Compromise
* New proposed US tariffs of 25% is motivated in large part by the recent depreciation of the CNY; * F/X Reserve Data Likely to Come in Weaker Than...
246 Views
Deleveraging: An Interpretation
The Chinese are deleveraging on their own terms and it is believable that this will continue, but not at any cost. Instead of costs, there may be...
142 Views
Asian Credit Monitor: 2018 Portfolio Strategy, US Rate Trajectory, China Credit Gap
2017 was a decent year for EM bonds in general (both hard and local currencies), amidst strong portfolio/fund net inflows, higher risk appetite and...
232 Views