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....
717 Views
PBOC and the CNY Job
Over and over again we have commented on China’s FX market as a gauge for health of China’s markets. It is not just due to FX trading and rate...
539 Views
China Delivers A Chill Warning As World Central Banks Continue The Freeze
Global Liquidity contracted at annualised rate of 8.2% last week China's PBoC doubling-down on tightening by shrinking balance sheet at...
634 Views
Chinese Stimulus Vs. A Weak Australian Housing Market
The multipronged stimulus policy announcement in China appears significant and should help Chinese investor and economic confidence recover. The...
570 Views
USD Peaking with the Economic and Political Cycle
Out-performance in the US economy, as was seen in 2018, seems much less likely in the year ahead. Lower oil prices and slowing high tech sectors...
575 Views