Asian Profit And Investment Cycles - Taking Comfort Despite Grey Hairs
In insight note Asia In An Uncertain World - The Place to Hide we concluded that now more than ever investors need to pay attention to...
96 Views
China’s Industrial Profits Rebound/Shadow Banking Crackdown/Energy Reform
China News That Matters We’re in the money! Profits jump at Chinese industrial firms Financial regulators as keen as ever to clamp down on risky...
109 Views
Asia In An Uncertain World - The Place to Hide
Each day brings another set of news headlines that adds to uncertainty. One moment Italy is on the brink of forming a new government, the next it...
92 Views
USDCNY Relationship Diverges Significantly From Expectations
From late January through late April, the correlation broke down significantly and has only recently returned to historical norms. It is too soon...
86 Views
Never Ending Question: Is China Deleveraging?
The never ending question about China is simple: is China deleveraging? A couple of pieces recently argued that China had reached a tipping point...
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