China Stock Market Confidence
Xinhua, the Chinese state news agency, tells us this week that domestic stock market confidence has fallen steeply. Using a measure of 54.9 in...
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PSBC Pre-IPO Review - Peer Analysis - Returns Lagging Despite Faster Growth
In our earlier insight, Postal Savings Bank Pre-IPO Review - Benefit of Reach Might Be Limited by Agency Agreement, we had a look at some of the...
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Implications of Chinese Military Graft
In the last two years two of China's most senior military bureaucrats have been sentenced to long prison sentences for selling promotions for...
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Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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Digging Beneath the Surface of Chinese GDP
China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...
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