Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Macroeconomics

<h2>Introduction</h2>The growth of financial intermediation is decelerating rapidly in China, is this the end of a failed experiment from the authorities or just a natural reaction to the aggressive clamp down on the financial sector and the imposition of capital controls?  Financial intermediation was growing too rapidly in the Chinese economy, sucking in productive resources at an ever quickening pace.  If this were to spiral out of control again we believe that this could lead to the long awaited end…

IntroductionThe growth of financial intermediation is decelerating rapidly in China, is this the end of a failed experiment from the authorities or just a natural reaction to the aggressive clamp down on the financial sector and the imposition of capital controls?  Financial intermediation was growing too rapidly in the Chinese economy, sucking in productive resources at an ever quickening pace.  If this were to spiral out of control again we believe that this could lead to the long awaited end…

The End of Financial Intermediation as a Driver in China

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Over the period February 28, 2016, to August 24, 2017, we monitored publicly available online English language 'Western' news headlines from around 10 major mainstream sources, for anything related to China. Around 14,000 headlines later, we've now applied word frequency analysis techniques to see what these headlines tell us about this past year and what's been gaining or losing coverage since the July update (for some technical/background details see a footnote below).While this does not carry…

Over the period February 28, 2016, to August 24, 2017, we monitored publicly available online English language 'Western' news headlines from around 10 major mainstream sources, for anything related to China. Around 14,000 headlines later, we've now applied word frequency analysis techniques to see what these headlines tell us about this past year and what's been gaining or losing coverage since the July update (for some technical/background details see a footnote below).While this does not carry…

Media Coverage /​ Sentiment On China - What Got Hot, What Faded (July-August 2017)

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

The Doklam standoff between India and China continues to attract daily press coverage although the rhetoric of escalation &amp; war has been reduced significantly in past few days. We take a game theory approach to evaluating this standoff that has been debated from strategic, political and economic angles. While a few commentators have published on game theory aspects of the dispute but approach has been fairly basic using Prisoners dilemma game to evaluate the strategic options available to both…

The Doklam standoff between India and China continues to attract daily press coverage although the rhetoric of escalation &amp; war has been reduced significantly in past few days. We take a game theory approach to evaluating this standoff that has been debated from strategic, political and economic angles. While a few commentators have published on game theory aspects of the dispute but approach has been fairly basic using Prisoners dilemma game to evaluate the strategic options available to both…

A Game Theory Approach to India-China Standoff at Doklam

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

China's M2 has soared by US$18tn in the past 9 years (the biggest monetary expansion in world history) to US$24.5tn in June 2017 -- far exceeding the stock of M2 in the world's largest economy (US$13.5tn in the US). This is the single biggest source of instability in the global financial system -- masked, for now, but hanging like Damocles Sword in the background -- as it means that the RMB is overvalued from a monetary standpoint although it remains undervalued from the standpoint of current…

China's M2 has soared by US$18tn in the past 9 years (the biggest monetary expansion in world history) to US$24.5tn in June 2017 -- far exceeding the stock of M2 in the world's largest economy (US$13.5tn in the US). This is the single biggest source of instability in the global financial system -- masked, for now, but hanging like Damocles Sword in the background -- as it means that the RMB is overvalued from a monetary standpoint although it remains undervalued from the standpoint of current…

China: Soaring Credit Keeps the Economy Afloat, Precariously

China Macroeconomics & Academia

Christopher Balding

A primary focus for us is the state of the RMB and domestic money markets in China.  With the Federal Reserve opting not to raise interest rates but announcing it will proceed with balance sheet reduction, we want to look at the anticipated impact on the RMB and Chinese money markets in the second half.Probably the biggest surprise in global financial markets this year has been the interest rate hikes from the Federal Reserve coupled with the falling USD.  USD indexes are down roughly 8% YTD for…

A primary focus for us is the state of the RMB and domestic money markets in China.  With the Federal Reserve opting not to raise interest rates but announcing it will proceed with balance sheet reduction, we want to look at the anticipated impact on the RMB and Chinese money markets in the second half.Probably the biggest surprise in global financial markets this year has been the interest rate hikes from the Federal Reserve coupled with the falling USD.  USD indexes are down roughly 8% YTD for…

China

iShares FTSE A50 China Index ETF is an exchanged-traded fund established in Hong Kong. The investment objective of the iShares FTSE A50 China Index ETF is to provide investment results that, before fees and expenses, closely correspond to the performance of A50 Index.

iShares FTSE/Xinhua A50 China (2823 HK)

The End of Financial Intermediation as a Driver in China

IntroductionThe growth of financial intermediation is decelerating rapidly in China, is this the end of a failed experiment from the authorities or...

Mark Artherton

Media Coverage / Sentiment On China - What Got Hot, What Faded (July-August 2017)

Over the period February 28, 2016, to August 24, 2017, we monitored publicly available online English language 'Western' news headlines from around...

Robert Ciemniak

A Game Theory Approach to India-China Standoff at Doklam

The Doklam standoff between India and China continues to attract daily press coverage although the rhetoric of escalation & war has been...

Asia Advisors

China: Soaring Credit Keeps the Economy Afloat, Precariously

China's M2 has soared by US$18tn in the past 9 years (the biggest monetary expansion in world history) to US$24.5tn in June 2017 -- far exceeding...

Prasenjit K. Basu

RMB After the Fed

A primary focus for us is the state of the RMB and domestic money markets in China. With the Federal Reserve opting not to raise interest rates...

Christopher Balding

The End of Financial Intermediation as a Driver in China

IntroductionThe growth of financial intermediation is decelerating rapidly in China, is this the end of a failed experiment from the authorities or...

Mark Artherton

Media Coverage /​ Sentiment On China - What Got Hot, What Faded (July-August 2017)

Over the period February 28, 2016, to August 24, 2017, we monitored publicly available online English language 'Western' news headlines from around...

Robert Ciemniak

A Game Theory Approach to India-China Standoff at Doklam

The Doklam standoff between India and China continues to attract daily press coverage although the rhetoric of escalation & war has been...

Asia Advisors

China: Soaring Credit Keeps the Economy Afloat, Precariously

China's M2 has soared by US$18tn in the past 9 years (the biggest monetary expansion in world history) to US$24.5tn in June 2017 -- far exceeding...

Prasenjit K. Basu

RMB After the Fed

A primary focus for us is the state of the RMB and domestic money markets in China. With the Federal Reserve opting not to raise interest rates...

Christopher Balding

Media Coverage / Sentiment On China - What Got Hot, What Faded (July-August 2017)