Inflation Outlook: Watch for Upside Surprises in Asia
Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these...
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The Trillions Trilogy - Part 3 China's Missing Trillions – Load up the Truck
The final part of our dive into the current economic situation in China looks at the external accounts and China's missing Trillions. Capital is...
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The Trillions Trilogy - Part 2 China's Speculative Trillions – Casino Commodities
In Part 2 of our deep dive into China we take a look at the rapid pick up in commodity trading volume recently. With the beginnings of a clamp down...
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China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?
Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back...
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The Trillions Trilogy Part 1 : China's Stimulus Trillions: Quo Vadis?
In the following three pieces, we will review the current economic situation in China to determine the best course of action for investors. In...
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