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...
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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...
136 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...
218 Views
Deleveraging in China: A Translation
A full translation of an article measuring the progress of deleveraging from a People's Bank of China mouthpiece website at the end of last month...
207 Views
Kidnapping Risk Along the Belt and Road Initiative
The Chinese government’s Belt and Road Initiative (BRI) is a far-reaching infrastructure development project which aims to integrate Asian,...
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