Macro Chart Focus: Surprises and Uncertainty Premia
There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter. Fortunately, as we...
218 Views
A Cyclical Turning Point For China Property?
A number of indicators point at an impending turning point for the aggregate level house price growth in China. Historically, a set of indicators...
246 Views
China Property - What's Really Happened To The House Prices Over The Past 6 Years?
In this one-minute animation (below) we illustrate the dynamics of the house price growth in China across 100 major cities on a monthly basis...
290 Views
A Look at PPI and CPI Data From China
With China devaluing the RMB, PPI remains firmly negative though the decline has slowed.. This negative trend in PPI will inevitably have a...
186 Views
China's Banks Are Less Risky Than You Think
Contrary to the market, we believe the potential credit loss to the system is manageable and the capital shortfall should be gradually absorbed by...
184 Views