China Policy Makers Move to Limit Fallout From Misplaced Stimulus
In our “China RRR Reduction is a Mistake” released in early 2016 we began to outline the Chinese government's misguided shift away from...
153 Views
China Consumer Sentiment by Region - East China South and Central Currently Have Highest Sentiment
In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of...
199 Views
Brexit Fails to Deliver - Global Equity Markets Set For Further Upside
Prior to the Brexit we highlighted our concerns over the potential for turmoil surrounding the Brexit to trigger what we define as a ‘bad...
166 Views
Changing Patterns of Employment in China
Employment patterns are changing in China and the government has had some success in finding employment for the millions of heavy industrial...
195 Views
Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
186 Views