Sleepwalking Toward a Possible Trade War
Sometimes misunderstandings can lead to enormous adverse consequences. In 1941, Japan believed that war was inevitable with the United States. The...
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Today's China Macro-Property Data: New Home Sales Growth YTD Y/Y Slows Only Slightly In December
A lot of new data on China today. The National Bureau of Statistics (NBS) released the key data for December, related to property sales and...
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Chart of the Day: Some Mistake!
The Chinese authorities' substantial tightening of capital controls over the last 12-15 months has helped stabilise the country's balance of...
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Chart of the Day: The Beautiful South (Asia)
Which emerging market and frontier economies will see the fastest economic growth over the medium-term? There is perhaps no more important...
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China: A 19th Party Congress Postscript
A decent interval has passed since China's 19th Party Congress (see our publication, Beware the Expiry of the 19th Party Congress Put Option) and...
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