The Butterfly Effect
After the initial excitement of China reopening accelerating after the LNY holidays, the CNY weakened by 1.7%, and Yen weakened by nearly 3% during...
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CX Daily: Yuan Gets More International Love As Dollar Rivalry Grows
In Depth: Yuan gets more international love as dollar rivalry grows. Xi pledges supply chain stability with Vietnam. China’s manufacturing...
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CX Daily: The Evolution Of Crime In China
Crimes / Cover Story: The evolution of crime in China. Seoul / Chinese nationals among scores dead in Seoul crush. Personnel / Rising Communist...
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CX Daily: Why The Yuan Is Suddenly Gaining International Traction
Cover Story: Why the yuan is suddenly gaining international traction. China names new top Communist Party leadership for next five-year term
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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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