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China Treasury (CHINA GOVT)
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bearish
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Macroeconomics
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31 Mar 2021 22:52
China: Large Net Capital Outflows Presage Trouble as Excess Capacity Begins to Bite
Net capital outflows were US$179bn in Apr-Dec 2020 despite the rising RMB; in Jan-Feb 2021, outflows were $115bn. The surge in FAI is creating...
Prasenjit K. Basu
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401 Views
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bullish
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Macroeconomics
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20 Jan 2021 17:36
China's 2021 Will Look Spectacular in 1Q, but Overcapacity Will Bite Thereafter
FAI surge of 9.2%YoY in Apr-Dec 2020 will hurt once global economy normalizes in 2H 2021. But in the interim, 1Q 2021 will be spectacular for...
Prasenjit K. Basu
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255 Views
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bearish
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Macroeconomics
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31 Dec 2020 04:28
China Has Had a Great 2020, but Over-Capacity Will Cause Headaches in 2021
TSF (Jan-Nov 2020) expanded by 56% YoY, enabling FAI to grow 9.6% YoY in Apr-Nov20. But this exacerbated excess capacity. By mid-'21, tighter...
Prasenjit K. Basu
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612 Views
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bullish
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Macroeconomics
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17 Dec 2020 19:48
Biden Vs. Xi - What Are Businesses Doing?
The case for investing in GBA companies has never looked stronger. Companies are investing in next generation industries and are optimistic about...
Sharmila Whelan
437 Views
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bullish
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Cross Asset Strategy
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17 Dec 2020 05:13
China A-Share Strategy: Leading the Race for Digital Currency
We believe the success of pilot DC/EP system will pave way for a solution for cashless environment. China is leading the race for digital currency.
Roger Xie
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291 Views
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