All Roads Lead to China
All roads lead to China – but not in a good way. Our Asian-focused thematic accounting reports always end up with a shortlist dominated by Chinese...
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Why the Recent Rise in Global Inflation Expectations Is Tied to Developments in China
Last week outlined our view that as key economic data out of China begins to reflect what our China Drag/Pull Indicator has been displaying for...
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China: GDP Growth Masks Long Term Weaknesses in Economy
Economic growth remains on target: GDP rose 6.7% y/y in 3Q16, unchanged from 2Q16 and 1Q16, right in the middle of the government’s 2016 goal of...
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The China Connection
Despite Q3 Chinese GDP numbers coming out bang in line with the midpoint of the government’s growth target investor fears over the possibility of a...
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The Price of Foreign Aid
China was once known for not attaching conditions to its foreign aid. Today things are very different and many countries, China included, now use...
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