Never Ending Question: Is China Deleveraging?
The never ending question about China is simple: is China deleveraging? A couple of pieces recently argued that China had reached a tipping point...
74 Views
Chinese Transport Data and What It Says About the Economy
Transportation as a whole is flat, with the exception being air travel. However, growth in air travel we believe is driven by higher income...
63 Views
China MSCI/ZTE/PBoC/Japan Ties/Technology Push
China News That Matters MSCI adds a small slice of China to its main equity indexes Trump cancels death sentence on Zte Corp H (763 HK) as a favour...
130 Views
Corporate and Consumer Sentiment in China Remain Strong
We believe over household and corporate sentiment is relatively strong. Leaving aside the data, based upon our conversations in China, we believe...
74 Views
Chinese Manufacturing Under the Shadow of Looming China-US Trade War
A trade war between China and the US has been looming since March on China’s “Made in China 2025” plan, which aims to greatly improve the...
168 Views