Commodities: The Harder They Come, The Harder They Fall... One and All
We are finally trading in a proper bear market, with the market getting comfortable trading down while bull buyback activity appears more subdued....
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IMF Article IV shows China rebalancing for long-term growth
The Chinese economy is in a ‘new normal’ of lower, but higher quality growth. Large vulnerabilities could derail economic prospects as the...
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China flaunts military might, but couches rise in peaceful rhetoric
President Xi Jinping’s speech at the parade marking the 70th anniversary of Japan’s defeat in 1945 was notable for the announcement of a reduction...
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CHINA MACRO: Rate & RRR cuts alone are not enough to stabilise growth
On Monday i wrote that "policy inactivity and mismanement has become and enormour issue in China". Last night the PBOC cut interest rates and the...
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POLICY INACTIVITY AND MISMANAGEMENT HAS BECOME AN ENORMOUS ISSUE IN CHINA
POLICY INACTIVITY AND MISMANAGEMENT HAS BECOME AN ENORMOUS ISSUE IN CHINA; It had been strongly hoped we would get a RRR cut over the weekend. Not...
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