Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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On RMB, what you should know and may expect
The unexpected devaluation of RMB over the past three days has triggered significant debate on what happened, and why it happened and deep...
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The stark reality in China
While economic indicators have shown a recent uptick, Chinese data is known to be notoriously unreliable and sometimes even fudged to achieve...
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China A-Shares - 1, 2, 3 (trillion RMB)
(Jul 18 2015) - Pre-open last Friday (Jul17) local media suggested China had received some 1.3 trillion RMB in loans from banks to buy shares as of...
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A-Shares Commentary: To Equanimity And Beyond!
(Jul 13 2015) - After the dramatic developments in the political environment surrounding A-share prices in the last two weeks, the trick to dealing...
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