'Infrastructure wars'
Japan is offering USD110bn for Asia’s infrastructure needs, competing with China-backed AIIB and NDB in providing such funds. Asia gains from the...
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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...
245 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...
247 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...
235 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...
374 Views