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...
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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...
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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...
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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...
413 Views