Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
225 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
817 Views
Digging Beneath the Surface of Chinese GDP
China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...
177 Views
China: Poor Return for a Big Spend on Soft Power
China spends billions of dollars every year on promoting its image around the world. But recent figures in the Soft Power 30 rankings suggest that...
186 Views
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
264 Views