Growing cyclical risks in China
Broad-based slowdown: Flash Manufacturing PMI showed output contracting and new orders falling. Investment growth was the lowest in 15 years...
243 Views
Asian Monetary Policy Outlook
Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...
241 Views
CHINA MACRO: Our view post the 25bps rate cut – MORE EASING NEEDED
We had thought the PBOC would move this weekend, however we were hoping they would move to reduce rates by 50bps. The economy is unquestionably...
234 Views
A-SHARES & LEVERAGE - "Index Adjustment Can't Be Avoided in the Short-Term"? (Xinhua)
Xinhua News Agency told us in a flurry of four articles yesterday the previous day's sharp fall "wasn't the end of the bull market, but could "help...
366 Views
A-Share Margin: Gorillas and Grandfather Clocks
After questioning Toyota, as every good investor should right now, I turn my attention back to Chinese A-share margin positions. In a piece a bit...
433 Views