Why Is China Destroying Liquidity?
No evidence of major monetary easing by China PBoC (People’s Bank) actually withdrawing cash from money markets Broader liquidity measures show...
604 Views
China - Not Out of the Woods by Any Means
The Chinese onshore and offshore equity markets have been outstanding performers over Q1, due to; i) rising hopes of a trade settlement with the...
580 Views
Global Manufacturing PMI Slump at Odds with Equity and Commodity Price Rebound
The slump in the global manufacturing PMIs that is broad-based in major economies and alarming in Japan, Korea and Taiwan, appears to reflect a...
151 Views
’Fake News’ Threatens China’s Rally
Widely held view that Chinese eased ‘massively’ in January 2019 – it did NOT According to latest daily Open Market Operations little change...
327 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
694 Views