Overview #10 -China Knocks It Out of the Park
A review of recent events/data impacting our investment themes and outlook. We look at the implications of the China stumulus package and Japan's...
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Positioning Watch – Markets Are Moving Away from the US (in FI)
Hello everyone, and welcome back to our weekly positioning update!Everything is about China these days, with both the PBoC and the Politburo...
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CX Daily: Dialogue Between Hu Shuli and Heng Swee Keat on Tackling Global Challenges
Asia New Vision Forum / Dialogue between Hu Shuli and Heng Swee Keat on tackling global challenges Singapore’s Deputy Prime Minister Heng Swee...
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China Watch: Bringing chopsticks to a gun-fight (again)
Welcome to our weekly EM/China Watch, where we examine the Chinese market from the perspective of Western investors. It’s been a significant day...
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The Drill: Will China move commodity markets?
The Chinese markets have warmly welcomed this morning’s news that the People’s Bank of China (PBOC) plans to introduce significant stimulus...
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