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...
408 Views
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...
410 Views
PMI and Business Confidence in China Remains Robust
With regards to the latest PMI and business confidence data, businesses are reporting mild declines from recent highs. Yet, given the relative...
303 Views
Breakneck Monetary Expansion Needs to Stop or Reverse in Order to Brake the RMB's Fall
China's money supply (M2) has quadrupled in the past 10 years to US$27.2 trillion in May 2018, nearly double the size of US M2 (US$14 trillion)....
206 Views
China Can't Afford the Widening Conflict with the US: RMB's Fall Is Thin End of a Strategic Wedge
With FAI (fixed asset investment) up just 6.1% YoY in Jan-May 2018 (the slowest in 22 years), China cut banks' RRR for the second time in 10 weeks....
270 Views