Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Macroeconomics

<div data-attrs='{"url":"https://gordianknot.substack.com/subscribe?","text":"Subscribe"}'><div><form class="subscription-widget-subscribe"><div><ul><li><span style="font-size: var(--content-font-size);">To a 180-degree flip at the End of the Dollar hegemony and reserve system, opinions were pushed aggressively over mainstream CNN, FOX News networks, News Headlines, and fringe opinion makers looking for click baits.</span></li><li>We look at sentiment shift, and is it different from when Dollar peaked in October 2022?</li><li>We cover JPY, CNY, KRW, INR, TWD, AUD, CHF, EUR &amp; GBP charts. We have added equity and rates charts in China, India, and Korea where possible to help corroborate cross-market analysis.</li></ul></div></form></div></div>

To a 180-degree flip at the End of the Dollar hegemony and reserve system, opinions were pushed aggressively over mainstream CNN, FOX News networks, News Headlines, and fringe opinion makers looking for click baits.We look at sentiment shift, and is it different from when Dollar peaked in October 2022?We cover JPY, CNY, KRW, INR, TWD, AUD, CHF, EUR &amp; GBP charts. We have added equity and rates charts in China, India, and Korea where possible to help corroborate cross-market analysis.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: How ‘Paper Wealth’ Masks Risks for Chinese Insurers</li><li>When state-owned Dajia Insurance Group Co. Ltd. spent billions of yuan earlier this year buying into Industrial Bank the deal seemed unremarkable at first glance</li><li>With the global manufacturing landscape undergoing seismic shifts, both China and India’s factory sectors are changing fast.</li></ul>

In Depth: How ‘Paper Wealth’ Masks Risks for Chinese InsurersWhen state-owned Dajia Insurance Group Co. Ltd. spent billions of yuan earlier this year buying into Industrial Bank the deal seemed unremarkable at first glanceWith the global manufacturing landscape undergoing seismic shifts, both China and India’s factory sectors are changing fast.

CX Daily: How ‘Paper Wealth’ Masks Risks for Chinese Insurers 

<ul><li>In Depth: China Bad-Debt Managers’ Bet on Bank Stocks Could Backfire</li><li>A new player has emerged in the boardrooms of China’s major banks: the “Big Four” state-owned asset management companies (AMCs) created to clean up the bad debts of four state-owned commercial lenders.</li><li>The balance sheets of the “Big Four” are now glowing with profits — thanks not to their core task, but to a surge in bank stocks.</li></ul>

In Depth: China Bad-Debt Managers’ Bet on Bank Stocks Could BackfireA new player has emerged in the boardrooms of China’s major banks: the “Big Four” state-owned asset management companies (AMCs) created to clean up the bad debts of four state-owned commercial lenders.The balance sheets of the “Big Four” are now glowing with profits — thanks not to their core task, but to a surge in bank stocks.

CX Daily: China Bad-Debt Managers’ Bet on Bank Stocks Could Backfire 

<ul><li>In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion</li><li>Yuan Rallies to One-Year High on Trade Optimism and Fed Cut Bets</li><li>Ant Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags</li></ul>

In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas ExpansionYuan Rallies to One-Year High on Trade Optimism and Fed Cut BetsAnt Group Delays Hong Kong Brokerage Takeover as Beijing Approval Drags

CX Daily: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion 

<ul><li>Yuan /Cover Story: How the Yuan is Taking Over the Dollar’s Role in Global Trade</li><li>Corruption /Exclusive: Ex-CSRC Chief Yi Huiman Faces Corruption Probe Likely Linked to ICBC</li><li>Banks /: Citi Ends UnionPay Membership Amid China Consumer Banking Retreat</li></ul>

Yuan /Cover Story: How the Yuan is Taking Over the Dollar’s Role in Global TradeCorruption /Exclusive: Ex-CSRC Chief Yi Huiman Faces Corruption Probe Likely Linked to ICBCBanks /: Citi Ends UnionPay Membership Amid China Consumer Banking Retreat

CX Daily: How the Yuan is Taking Over the Dollar’s Role in Global Trade 

China

The Chinese renminbi (yuan) is the official currency of The People's Republic of China. 

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CNY (USDCNY CURNCY)

US Dollar is Dead Redux

This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...

Untying The Gordian Knot

CX Daily: How ‘Paper Wealth’ Masks Risks for Chinese Insurers

In Depth: How ‘Paper Wealth’ Masks Risks for Chinese Insurers When state-owned Dajia Insurance Group Co. Ltd. spent billions of yuan...

Caixin Global

CX Daily: China Bad-Debt Managers’ Bet on Bank Stocks Could Backfire

In Depth: China Bad-Debt Managers’ Bet on Bank Stocks Could Backfire A new player has emerged in the boardrooms of China’s major...

Caixin Global

CX Daily: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion

TOP STORIES In Depth: Chinese Carmakers Shift to ‘Asset-Light’ Models in Overseas Expansion Chinese carmaker Geely is betting that an...

Caixin Global

CX Daily: How the Yuan is Taking Over the Dollar’s Role in Global Trade

TOP STORY Yuan / Cover Story: How the Yuan is Taking Over the Dollar’s Role in Global Trade In the first half of 2025, the U. S. dollar tumbled...

Caixin Global

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