Mao's China - Not All that Bad?
China tends to use the year 1978 as an important reference point, marking the end of the Mao era. Recently the party has begun to refer back to the...
129 Views
China: Credit-Fuelled Recovery Comes with a High Cost
Inflationary pressures building: CPI rose 2.5% y/y in Jan 17, up from 2.1% in Dec 16. Excluding food and energy, consumer prices rose 2.2% in Jan...
135 Views
Trumpton S1E4: Where the Mayor Destroys Mexican and Asian Supply Chains?
To reduce imports the Trump administration can follow a simple policy prescription: Engage with a small number of multi national companies and...
161 Views
China: Last Stand for the Tuanpai
Ex-president Hu returns to the public eye: Former president Hu Jintao was photographed at a busy flower market in Guangzhou, Guangdong Province...
179 Views
Asia Market Strategy: Will The Bulls Win in 2017 on The Back of Trumponomics?
The correlation between Emerging Markets Asia and US market has reversed to a positive coefficient YTD (a typical global bull market's sign). Our...
131 Views