China: Globalizing Its Imbalances, Part I: Monetary
China's M2 has gone from US$6.56tn in Aug08 to US$22.32tn in Apr16, the biggest monetary expansion in history. But over the past 3 years, China has...
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Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
189 Views
Trading China: The Little Short
Despite all the focus on Chinese financial markets and the accompanying imbalances, there are questions about how exactly to trade China right...
242 Views
China; Liquidity Improvement Masks Underlying Deterioration
We have surveyed over 2000 Chinese companies, which have reported detailed accounting information for 2015. From this data, we have created a...
500 Views
Cross-Straits Jousts to Become More Commonplace
Ms Tsai Ing-wen of the pro-independence Democratic Progressive Party (DPP) which China detests, is due to be sworn in as Taiwan’s President on...
161 Views