Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
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Asia Calling: CNY - A Basket Currency, Not a Basket Case
* CNY remains under pressure given the economic slowdown, concerns about debt and capital outflows* China's FX reserves look more than enough, but...
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China Internet: Mobile Games Realize Their Potential
Solid top line performance at Chinese internet stocks has not helped the share prices which have been battered for the second time in 7 months....
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Naspers. More than a Ten(Percent) Story
Naspers Ltd (Naspers) is the major shareholder of leading Chinese internet firm Tencent Holdings Ltd (Tencent) with a 33.5% stake. It is South...
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Asia Calling: China's Great Rebalancing - Why the Consensus Is Wrong
Falling Chinese asset markets have resulted in growing fears that China's economy is in a 'hard landing' Policymaker actions may have exacerbated...
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