Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
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RRG Macro Insights: Emerging Markets Move to Center Stage
Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory...
187 Views
Meltdown of World's Biggest Trader Continues
In the 2 years ending 30 June 2016, China's foreign reserves declined by US$788bn -- despite a cumulative trade surplus for the 2-year period of...
175 Views
Impact of the Tribunal Ruling on China's Claims in the South China Sea
China’s claims in the South China Sea have been seriously impaired given the findings:The Permanent Court of Arbitration (PCA) for the United...
169 Views
Political Storm Brewing in China?
The political power struggle in China is intensifying and increasing the possibility of politicisation of economic policy. In short, political...
162 Views