Asian Credit Monitor: China - The Detrimental Debt Denotation
Once and for all, we would like to break the ice on China's debt debacle. China's macro data has recently improved. Many sellside economists have...
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What Caused the CNH Surge?
There was some consternation last night as the CNH surged against the USD bringing the CNY-CNH spread to an unprecedented 800 or so. What is...
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Signs of a Smaller, Less Dynamic China
Rapid growth from a dynamic economy once defined China, as it modernized its huge industrial sector. Now an ageing and declining population,...
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Renminbi Fails to Make the International Grade
Not so long ago China's renminbi was being touted as an up-and-coming currency. But recent figures from SWIFT suggest that the it is being used...
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Chinese Policy Banks Not the Real Threat
The latest threat assessment from China watchers has, at least partially, focussed upon the Policy Banks. China Development Bank, China Ex-Im Bank...
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