China as a Beacon of Free Trade?
Despite President Xi's recent pronouncements at Davos and elsewhere, China is unlikely to become a leader of the world in terms of free trade....
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CHINA - A Look into 2017 - A Year for Volatility - PART III
RMB expect to keep firm from here though US$ could fall. China will get a chance to be a world leader thanks to Trump. Japan, Korea and India...
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Emerging Market Equities in 2017; Key Issues to Monitor by Market (Part 1 of 7)
In this series of reports, we focus on the major sovereign and corporate governance drivers of the individual emerging markets. As usual the...
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China Property 2017 Forecast Summary
In our annual 2017 Forecast for the housing market in China (new home sales), the main scenario is a cyclical peak in the price growth in Dec/Jan...
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Asia Market Strategy: What Does US Protectionism Mean to China and ASEAN?
With the US trade deficit with China dwarfing those with other countries (including ASEAN), US-China trade negotiation will come front and center...
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