Media Coverage / Sentiment On China - What Got Hot, What Faded (July-August 2017)
Over the period February 28, 2016, to August 24, 2017, we monitored publicly available online English language 'Western' news headlines from around...
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China: Soaring Credit Keeps the Economy Afloat, Precariously
China's M2 has soared by US$18tn in the past 9 years (the biggest monetary expansion in world history) to US$24.5tn in June 2017 -- far exceeding...
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Just How Important Is FAI to the Chinese Economy?
Despite the rhetoric, China remains tied to fixed asset investment to drive its economy. What is notable is that the numbers have shifted within...
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Xi Jinping's Foreign Policy: The Consequences of Disobeying Deng's Advice
Deng Xiaoping advised China to "maintain a low profile" and instead focus on rebuilding China's economic strength. Xi Jinping has abandoned that...
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RMB After the Fed
A primary focus for us is the state of the RMB and domestic money markets in China. With the Federal Reserve opting not to raise interest rates...
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