Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
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Chinese Economy on Slightly Firmer Footing
Trade improved materially: Exports fell 3.2% y/y in Aug 16, up from a 6.4% y/y fall in Jul 16. Imports rose 1.4% y/y in Aug 16, up from a 12.9%...
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Hotlines and Hotspots in the South China Sea
Non-binding codes of conduct governing incidents in the South China Sea, announced at the ASEAN leaders' summit with China in Vientiane last week,...
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Watch: Dechert CEO Henry Nassau on CCTV, Says China Outbound M&A "Irreversible"
The first half of 2016 has seen a surge in China outbound M&A activity to unprecedented levels.According to Forbes, “During the first half of...
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ANIMAL SPIRITS™ REPORT 3: APAC Country Outlook Summary
Animal Spirits™ is an equity-focused Asia Pacific Investment Strategy report. It harnesses macro, fundamental, and quantitative analysis and...
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