Follow The Money
January data on investor positioning show a big improvement in risk appetite for Emerging Markets Two-year ahead returns from risk assets likely...
478 Views
China Economics: The Bubble that Bursts the Demand
China’s 4Q GDP grew just 6.4% in Q4, 2018, the lowest since the Global Financial Crisis (GFC). We do not believe the number matched the market...
383 Views
China BRI Countries - Whose Vulnerable?
Rising debt stress among BRI partnering countries has cast a shadow over the entire project. Last week Beijing signalled a new approach as concerns...
377 Views
China Economics: The Consumption Story
We examine the factors that contribute to consumption trend in China. This quantitative study finds that disposable income plays a significant role...
464 Views
Taiwan - Stay Underweight
We maintain our underweight call on Taiwanese equities, even though US-China trade tensions are likely to de-escalate with the Democrats now in...
379 Views