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China Treasury (CHINA GOVT)
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Macroeconomics
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06 May 2016 09:08
Trade and FX Reserve Pre-Release Note
The upcoming foreign exchange reserve and trade balance release give us a good opportunity to examine the post-Chinese New Year capital and goods...
Christopher Balding
203 Views
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bearish
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Thematic (Sector/Industry)
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21 Apr 2016 22:59
Can China's Financial System Cope with Further Deterioration in Asset Quality?
In its recently released half yearly Financial Stability Review, the Reserve Bank of Australia examined the state of China's financial system. In...
Sam Ferraro
210 Views
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bearish
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Thematic (Sector/Industry)
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15 Apr 2016 17:10
Devastating Losses at Little Known China Specialty Lender Has Negative Implications for Bank Sector
China Commercial Credit is a specialty lender in China, although it is a listed entity in the US. What is interesting here is how its financials...
Daniel Tabbush
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200 Views
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bearish
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Cross Asset Strategy
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21 Dec 2015 18:48
A "Sudden Stop" For China in 2016?
After an intriguing 2015 when the economy surprised to the downside by the stock market performed "relatively" well, China is amongst our main...
John-Paul Smith
290 Views
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bearish
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Thematic (Sector/Industry)
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13 May 2015 00:01
MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?
Whilst a lot of people – internally here as well – are in the no CNY devaluation Camp on the renminbi, see a good piece on this from The Economist....
Kay Van-Petersen
279 Views
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