Chinese Commodity Prices Managed Stability But Look for Growth If Credit Grows
Commodity markets are relatively calm at the moment. What is important to watch as we have noted in regards to steel, but in reality appears to be...
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Expect Chinese Flash Data To Remain Constant
Overall flat numbers for domestic shipping are not indicative of negative growth. Specifically we are seeing negative numbers underlying sectors...
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China Economics: Unnoticed New Policy Rate Succession on 007
The People’s Bank of China (PBOC) has begun discussing the importance of DR007 (i.e. the 7-day repurchase rate pledged by interest rate bonds by...
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China: Barely Staying Afloat with New Money and Fiddled Data
The renewed RMB weakness this week demonstrates that it will not be possible for China to run expansionary monetary policy without threatening...
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The US-China Trade War and China's Q2 Updates
1, China US trade war As we discussed previously that if President Xi decided to fight back, investors should be worried. Yes, it is exactly what...
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