China Economics: RRR Cuts Proven Ineffective
On 7 October 2018, the People’s Bank of China (PBOC) announced a Renminbi Reserve Requirement Ratio (RRR) cut of 100 bps, starting on 15-October....
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China Economics: The China-US Trade War Escalation
The China-US trade war has clearly escalated. We believe the trade war is on for a long haul and we are not alone. China is the one bearing the...
424 Views
Xi Jinping -- The Last Communist Leader of China?
After the biggest monetary expansion in world history (China: Globalizing Its Imbalances, Part I: Monetary), China is extremely fragile...
617 Views
Today’s China Macro-Property Data: Slightly Slower Sales Growth, Accelerating New Starts, Land Sales
The National Bureau of Statistics (NBS) released today the key China data for August, related to property sales and investments by developers at a...
431 Views
China Economics: The Shantytown Mysteries
We conducted a study to demystify the correlation between China’s shantytown renovation and real estate prices in the third-tier cities in China....
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