Today’s China Macro-Property Data: Puzzling Strong Residential Figures Vs Overall Slowdown
The National Bureau of Statistics (NBS) released today the key China data for July, related to property sales and investments by developers at a...
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Asia Trade & Growth - Separating Facts From Noise
News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global...
378 Views
Taiwan Economy - Motoring Along, Despite China Pressure
2Q advance GDP numbers confirm that the Taiwanese economy continues to motor along, that China’s toughening stance in the run up to the November...
427 Views
China Economics: The Politics Behind China’s Recent Policy Shift
The Turning Point China’s State Council executive meeting on 23rd of July is a symbolic turning point, in our view, indicating a major shift to...
459 Views
China Flips Investment Switch Back On...
The short China base metals/deep cyclicals stance since December has paid off, with copper slumping to a year low, but there are early signs that...
336 Views