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China Treasury (CHINA GOVT)
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Macroeconomics
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27 Jun 2016 08:44
The RMB After Brexit: What Can We Expect Today
The Brexit vote has thrown global markets into turmoil. The GBP/USD peaked at 1.50 before dropping below 1.35 for daily move twice the worst move...
Christopher Balding
254 Views
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bearish
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Thematic (Sector/Industry)
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24 Jun 2016 17:48
Poor First Half for China's Stock Markets
A series of setbacks to China's stock markets has dented confidence and discouraged investors in the first half of 2016. These include the delay in...
Bixmoor
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166 Views
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bearish
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Thematic (Sector/Industry)
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23 Jun 2016 18:30
China - Something Happening Here, Exactly What Isn't Clear
It is hard to envisage how the two opposing data sets can co-exist without something worrisome happening behind the scenes. Here we look at annual...
Daniel Tabbush
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233 Views
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bearish
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Macroeconomics
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21 Jun 2016 13:51
RMB Outflows Continue As Inflows Collapsing
International bank transaction data was released on the 20th and we believe this provides a better gauge of currency flows than more widely...
Christopher Balding
145 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2016 11:07
The Quiet Collapse in China Bank Margins
While credit quality is certainly the most important issue facing China’s banks, we can not dismiss core income. This is what will pay for credit...
Daniel Tabbush
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199 Views
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