Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
187 Views
China: Xi's Aggressive Power Play Could Affect Policy at Critical Time
President Xi looks to be going from strength to strength – he has been declared as a “core leader” while actively taking out the opposition to...
200 Views
China: A Major Policy Error Is Now the Main Risk to China and the World
As asset and currency markets continue to be battered, fear is in the air and there are all kinds of alarmist speculations about what could happen...
360 Views
China: Economy Weak, Anti-Corruption Drive Unabated
Chinese economy continues tepid streak Industrial profits fell 7% y/y in Dec 15, sliding further from a 1.4% y/y decline in Nov 15, mainly due to...
92 Views
Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
180 Views