EM Stimulus Showdown: From Beijing with Boost to EM?
Welcome to this week’s edition of our EM-angled editorial, which comes hot on the heels of the PBOC Key Ministry Briefing. So, where better to...
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3 Take-Aways from Li Qiang’s Speech
Welcome to this week’s Great Game where we turn our attention to China. The Communist Party is annual National People’s Congress where Premier Li...
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The Macro Show | February 27, 2024
The morning started early with a call at 4:30 AM, discussing China's bullish trend, potential interest rate hikes, and sector impacts, leading to...
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Will the Stocks from China Recover & Asian Century Stocks with Michael Fritzell
The podcast episode of Analyze Asia with guest Michael Fritzell delves into the Chinese and Asian stock markets, discussing market cycles, lending...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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