China Credit Growth Slows Significantly. What that Means for GDP Growth and Commodities
One of the ongoing themes we watch closely is the direction of credit growth as that continues to drive the Chinese economy. This drives a variety...
86 Views
Asian Profit And Investment Cycles - Taking Comfort Despite Grey Hairs
In insight note Asia In An Uncertain World - The Place to Hide we concluded that now more than ever investors need to pay attention to...
94 Views
Asia In An Uncertain World - The Place to Hide
Each day brings another set of news headlines that adds to uncertainty. One moment Italy is on the brink of forming a new government, the next it...
90 Views
USDCNY Relationship Diverges Significantly From Expectations
From late January through late April, the correlation broke down significantly and has only recently returned to historical norms. It is too soon...
83 Views
Never Ending Question: Is China Deleveraging?
The never ending question about China is simple: is China deleveraging? A couple of pieces recently argued that China had reached a tipping point...
81 Views