Expect Chinese Flash Data To Remain Constant
Overall flat numbers for domestic shipping are not indicative of negative growth. Specifically we are seeing negative numbers underlying sectors...
297 Views
China Economics: Unnoticed New Policy Rate Succession on 007
The People’s Bank of China (PBOC) has begun discussing the importance of DR007 (i.e. the 7-day repurchase rate pledged by interest rate bonds by...
458 Views
The US-China Trade War and China's Q2 Updates
1, China US trade war As we discussed previously that if President Xi decided to fight back, investors should be worried. Yes, it is exactly what...
402 Views
Asian Exports - Power Ahead Lifted By China Demand
Its an open war on trade and it is global. In Asia, China maybe the main target of Mr Trump’s tariff war but that has not stopped Korea, Taiwan,...
422 Views
How Reliable Are PBOC FX Numbers?
There is increasingly strong evidence the PBOC is massaging official FX reserves data. The sustained period of net outflows during which PBOC FX...
414 Views