China House Prices Keep Rising: 13.8% Y/Y In August Vs 12.4% in July (SouFun 100 Cities Index)
In August, average house price increased 13.8% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 12.4% the previous month. It is...
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China's J-15 Jet Fighter Program Advances Despite Technical Concerns
China is pushing ahead with its plans to use J-15 fighter jets on its aircraft carriers, despite the recent death of a pilot due to technical...
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Just Another Statistic
China's Communist Party has expelled the former head of the National Bureau of Statistics, citing his lack of political belief and other nefarious...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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Rousseff Removed From Office - Implications For Brazil Investors - Video of Interview and Insights
Dilma Rousseff removed from office in strong 61/20 vote but not banned from politics. Good news in the near-term for Brazil as currency and equity...
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