China - Growth Must Be Fantastic to Support Loan Payments
We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim...
182 Views
What Is the Path for the RMB Going Forward?
Anticipating a rate hike, the PBOC had been steering the RMB weaker in recent weeks. The CNH has consistently been trading weaker than the CNY...
188 Views
TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds
WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...
162 Views
China Broker IPOs - Early Thoughts on the TRIO: DFZQ, EBS and CMS
Three China-based stock brokers are queuing for listing on the Hong Kong Stock Exchange: DFZQ (东方证券), Everbright Securities (光大证券), and China...
411 Views
China - Distress About To Breach Global Financial Crisis Trough
Business conditions in China are fast approaching levels not seen since the darkest days in the Global Financial Crisis (GFC). In that period,...
205 Views