Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
213 Views
Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
212 Views
A Strange Thing Happened on the Way to the CNY/CNH Option
A strange thing has happened to the value of CNY/CNH options and NDF pricing. Despite the increased concern over the RMB, the spread between the...
172 Views
China Property - Likely Turning Point for Shenzhen?
In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to...
213 Views
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...
192 Views