What MSCI Rejection Means for Chinese Indexes and the RMB
It was announced early Asia morning that the MSCI would not be including China in the Emerging Market Index. While China had clearly hoped for...
196 Views
China's International Financial Position
Two interesting developments have affected China’s international financial standing in recent months. The first is that the yuan – China’s currency...
192 Views
A Strange Thing Happened on the Way to the CNY/CNH Option
A strange thing has happened to the value of CNY/CNH options and NDF pricing. Despite the increased concern over the RMB, the spread between the...
167 Views
China Property - Likely Turning Point for Shenzhen?
In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to...
210 Views
Projecting Residential New Starts in China
China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One...
190 Views