Chinese Prices Continue to Underwhelm
Chinese prices indexes continue to drift downward with a surprising uptick in PPI. We see no basis looking at underlying data for the rise in...
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EMs: Where Are the Contagion Risks from Argentina?
Argentina has turned to the IMF for a standby loan, which should at least temporarily calm nervous holders of the Argentine Peso. With a current...
150 Views
China GDP Detail
The big question in China always comes back to the rapid pace of growth. First quarter growth in China came in positive and generally more robust...
55 Views
The Shining of Emperor Xi Jinping
We examine the issue of whether the Chinese economy will be better off under President Xi Jinping, who has recently been labeled by the market as...
235 Views
China Making Some Progress Deleveraging
China credit data came out and there is evidence, with a number of important caveats, that China is making progress in deleveraging campaign. The...
91 Views