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,...
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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...
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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...
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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...
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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...
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