Weekend rate cuts reflect a worsening China
The Chinese central bank unleashed a three-pronged easing measure aimed at arresting the economic decline and the potentially destabilising fall...
244 Views
A-SHARE QUICKNOTE | A Bag-Holding Exercise Has Begun
What had the best Information Ratio in the world over the last year as of last Friday?Possibly Shanghai Margin Debt Balances... +464% in 1 year on...
399 Views
China: challenges to policy response to slowing economy
Near term risks higher than expected The long-term drivers of transformation are well in place in China - its investment in human capital is paying...
250 Views
CHINA MACRO: Growth downside risks growing - More aggressive easing needed
The latest round of economic data, and the cyclical indicators we monitor have confirmed to us our view that downside risks to growth are still...
252 Views
'Infrastructure wars'
Japan is offering USD110bn for Asia’s infrastructure needs, competing with China-backed AIIB and NDB in providing such funds. Asia gains from the...
231 Views