Credit and FAI Set to Decelerate as Capital Outflows Resume Rising
China has had the biggest monetary expansion in world history over the past 8 years, but ran into the "marginal futility of new money" in June...
204 Views
Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit
Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging...
153 Views
Implications of HK Marriage Trends
Marriage is declining in popularity in Hong Kong, particularly among educated women. Hong Kong already has one of the lowest fertility rates in the...
196 Views
Post Brexit Data Surprises to the Upside - Implications for Global Investors
With hard data coming out recently it has become clear that expectations regarding the near term outlook for the UK were overly pessimistic. Retail...
168 Views
Third Chinese General Under Investigation
More arrests and suicides among very senior military officers in China are less to do with corruption and graft than a continuing power struggle...
180 Views