How to Trade the Massive Market Discrepancy That Has Developed During the 2016 Stock Market Rally
Despite the recent turmoil caused by the US Presidential election we have seen a substantial easing across a number of key downside risks to the...
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What Happened in June 2015 : The Last Time Great Wall Cut Prices for H6 and H2
I have some interesting graphs that date from June 2015 to the end of August 2015 just prior to the auto stimulus being announced. A very important...
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What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
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China Autos Correlation with Property: The Case to Be Bearish Now
With a 27% YoY print out from CAAM for Chinese Autos in September 2016 and stellar numbers by all auto OEMs I might sound a bit crazy while...
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Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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