The US-China Trade War and China's Q2 Updates
1, China US trade war As we discussed previously that if President Xi decided to fight back, investors should be worried. Yes, it is exactly what...
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Asian Exports - Power Ahead Lifted By China Demand
Its an open war on trade and it is global. In Asia, China maybe the main target of Mr Trump’s tariff war but that has not stopped Korea, Taiwan,...
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How Reliable Are PBOC FX Numbers?
There is increasingly strong evidence the PBOC is massaging official FX reserves data. The sustained period of net outflows during which PBOC FX...
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Trump Proposes New Tariffs but US China Trade Continues Growing on Trend
With new tariffs set to come into play, it is worth pointing out that overall the trade has not dropped off as a result. We see bilateral trade...
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China Rates Picture Shows Falling Rates and Shrinking Spreads
It is important to note that China remains overwhelmingly dependent on short term lending. Trading and borrowing for numerous remains extremely...
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