Consequential Currency
I usually work with a base case view and not the most optimistic or pessimistic take, and this note is no different. Its approach is forming an...
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CX Daily: Cash-Strapped Local Governments Turn to Financing Vehicles to Plug Fiscal Shortfalls
In Depth: Cash-strapped local governments turn to financing vehicles to plug fiscal shortfalls. Communist Party elects delegates ahead of 20th...
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CX Daily: Why China’s Regulators Have Cough Medicine in Their Sights
In Depth: Why China’s regulators have cough medicine in their sights. Former justice minister given suspended death sentence
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CX Daily: Why Chinese Companies Hesitate to Hedge Forex Risk
In Depth: Why Chinese companies hesitate to hedge forex risk. Local governments’ Covid-19 testing bills pile up, corporate earnings show
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CX Daily: China’s Never-Ending Coal Price Woes
Coal / In Depth: China’s never-ending coal price woes. Rains / Unending torrential rain leaves at least 24 dead across China
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