CHINA - A Look into 2017 - A Year for Volatility – Part I
Many unknown factors by governments will be the key drivers. Capital outflows to slow in 2017. Real estate slows too much, but still pent up...
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Globalizing China's Imbalances, Part III: Trade Recession and Its Sufferers
During China's trade recession, its trade surplus widened between May 2014 and August 2016 -- hurting trading partners, as China's imports...
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Riedel CNBC Interview on Outlook for EM in 2017
Click the link below to view an interview yesterday with David Riedel on CNBC discussing EM in 2016 and the outlook for 2017 USD strength since the...
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Sector Capsule: Credit Cards in China
Headlines Credit card transactions registers current retail value growth of 20% to reach CNY22.0 trillion in 2016 Credit cards in circulation...
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China: A Cyclical Recovery Is Underway
Manufacturing & fixed asset investment (FAI) resilient: Industrial production rose 6.2% y/y in Nov 16, up from 6.1% in Oct 16 while FAI rose...
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