China Watch: Forget About the BRICS Currency – China Wants to Impact the USD from Within
Last week, we missed an intriguing story that several clients have asked us to explore. China issued $2 billion worth of USD-denominated bonds,...
342 Views
Positioning Watch – Everything you need to know about Fixed Income positioning before we enter 2025
Hello everyone, and welcome back to our weekly positioning update – this week with a strong focus on the moves we are seeing in Fixed Income and...
216 Views
Just when I Thought I Was Out, They Pull Me Back In – Time for Another Tradeable Rally in the HSI?
Bloomberg today -Chinese cities removing restrictions on non-Hukou purchases. "China Weighs Removing Major Homebuying Curbs to Boost...
1.2k Views
Nowhere to Run to Baby, Nowhere to Hide! Part 3
Although the Hong Kong market benefits from lack of international interest, investors seek direction after Third Plenum disappointment and a...
188 Views
Chinese Data Continues to Improve Incrementally
Chinese consumer confidence rising as Qingming holiday spending surpasses 2019 levels, and increased mortgage demand seen due to housing measures...
273 Views