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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Chinese Transport Data and What It Says About the Economy
Transportation as a whole is flat, with the exception being air travel. However, growth in air travel we believe is driven by higher income...
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Listed Chinese Banks Results Underwhelm
-Operating revenue and operating cost are on par; growth is not outpacing operation costs.-Earning per share is diluted undercutting overall...
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Hong Kong Economy & Peg - What China Slowdown? What Threat?
Hong Kong has been making the headlines. The gap between Hong Kong money market rates and US rates has led to a bout of currency weakness as...
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Chinese Aluminum Prices Look to Fall
We believe downward price pressures are evident in aluminum pricing. This is backed up by futures markets and LME duration spreads. Aluminum...
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