How bad can the Chinese economy get?
The Chinese economy has faltered, with broad-based weaknesses reflected across a slew of economic indicators. The odds of further policy easing...
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Asian growth prospects
The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory...
242 Views
Buying China Without the China in It
Last week was a great line in the sand for some of the names I mentioned. Accumulating risk and China related paid off. While continuing to keep an...
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A more positive view of global prospects and impact on Asia: We disagree with the ADB update
There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now. Our analysis of Asia’s outlook runs...
280 Views
China: Stronger than believed?
China remains an enigma to even the most seasoned watcher of its economy; conflicting views of the future trajectory of the Chinese economy remain...
280 Views