Where Will the Inflation Surprises Come From?
Where will the inflation surprises come from? Deflationary pressures are dissipating leading to an upward march of price levels worldwide. We...
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China Property: Land Sales In 2016 - Less Supply, Higher Prices
The charts below illustrate what has happened in China in terms of primary land sales for residential or mixed-use development in 40...
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CHINA - A Year for Volatility – Part IV - Doom and Gloom Unlikely
Consensus views on China look to be wrong so far in 2017, consensus should be upgrading. Trump 'first day in office currency manipulator charge'...
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China Struggles to Increase Its Academic Influence
China aspires to be a thought leader in the world. But its academic institutions are characterized by poor quality teaching, severe restrictions on...
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How Much Risk Does the US Pose to Asian Economies?
There is one clear upside and two potential downsides from the current trajectory of policy and economic activity in the US.First, the economy...
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