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China Treasury (CHINA GOVT)
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bearish
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Thematic (Sector/Industry)
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02 Jun 2016 16:47
China - Distress About To Breach Global Financial Crisis Trough
Business conditions in China are fast approaching levels not seen since the darkest days in the Global Financial Crisis (GFC). In that period,...
Daniel Tabbush
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201 Views
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bearish
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Macroeconomics
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01 Jun 2016 18:20
Does China Have Too Much Equity?
Chinese bank balance sheets are getting more and more interesting. The burgeoning bonds-for-loans programme and the nascent equity-for-loans...
Mark Artherton
196 Views
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bearish
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Thematic (Sector/Industry)
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24 May 2016 06:44
Why China Debt Bulls Are Mostly Wrong
As the debate about the sustainability about the increase in Chinese credit has grown, a number of points have been raised about why China simply...
Christopher Balding
208 Views
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bearish
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Macroeconomics
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19 May 2016 09:48
Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
Christopher Balding
200 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2016 12:13
China: Contingent Liabilities
For the most part we focus on loans and other assets in terms of risk. But contingent liabilities should not be forgotten. These can prove to be a...
Daniel Tabbush
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182 Views
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