Trump Proposes New Tariffs but US China Trade Continues Growing on Trend
With new tariffs set to come into play, it is worth pointing out that overall the trade has not dropped off as a result. We see bilateral trade...
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Asian Currencies - Only Rupee, Rupiah & Peso Weakness Justified
The renminbi, rupee, peso and rupiah are getting hammered but currencies across Asia ex Japan have lost value against the mighty US dollar over the...
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China Rates Picture Shows Falling Rates and Shrinking Spreads
It is important to note that China remains overwhelmingly dependent on short term lending. Trading and borrowing for numerous remains extremely...
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PMI and Business Confidence in China Remains Robust
With regards to the latest PMI and business confidence data, businesses are reporting mild declines from recent highs. Yet, given the relative...
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China Flash Comparison: Activity Remains Robust
We believe there is greater reason for optimism than is widely expected though numbers are coming off of highs. This process of coming off of...
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