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...
315 Views
Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
423 Views
On RMB, what you should know and may expect
The unexpected devaluation of RMB over the past three days has triggered significant debate on what happened, and why it happened and deep...
327 Views
The stark reality in China
While economic indicators have shown a recent uptick, Chinese data is known to be notoriously unreliable and sometimes even fudged to achieve...
290 Views