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...
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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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Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
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How China's Environmental Enforcement Is Disrupting Supply Chains
The Ministry of Environmental Protection (MEP) in China is taking aggressive steps towards environment protection. This has led to as many as...
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China: S&P's (Expected) Downgrade - Reality Bites
S&P's downgrade of China's long-term sovereign rating this evening (21-Sep) to A+ (from AA-) is as per our prediction ( See our Asian Credit...
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