China: Recent Corporate Improvement an Illusion Without Reform (Part 2 of 7)
The apparent stability of the Chinese economy leaving 2016 is mainly illusory, as Beijing now faces an increasingly hard struggle to maintain the...
192 Views
China as a Beacon of Free Trade?
Despite President Xi's recent pronouncements at Davos and elsewhere, China is unlikely to become a leader of the world in terms of free trade....
157 Views
CHINA - A Look into 2017 - A Year for Volatility - PART III
RMB expect to keep firm from here though US$ could fall. China will get a chance to be a world leader thanks to Trump. Japan, Korea and India...
239 Views
Emerging Market Equities in 2017; Key Issues to Monitor by Market (Part 1 of 7)
In this series of reports, we focus on the major sovereign and corporate governance drivers of the individual emerging markets. As usual the...
195 Views
China Property 2017 Forecast Summary
In our annual 2017 Forecast for the housing market in China (new home sales), the main scenario is a cyclical peak in the price growth in Dec/Jan...
446 Views