Asian Currencies - Only Rupee, Rupiah & Peso Weakness Justified
The renminbi, rupee, peso and rupiah are getting hammered but currencies across Asia ex Japan have lost value against the mighty US dollar over the...
429 Views
Breakneck Monetary Expansion Needs to Stop or Reverse in Order to Brake the RMB's Fall
China's money supply (M2) has quadrupled in the past 10 years to US$27.2 trillion in May 2018, nearly double the size of US M2 (US$14 trillion)....
231 Views
Summer Blues - Asian And The EM-6 Crises
I have the blues. Summer has finally arrived, even in London. Markets should be quiet. We should be packing our sun screen, books and swimming togs...
94 Views
Asian Credit Monitor: The Chinese Corporate Bond Default, Not a Systemic-Risk
2018 has seen a number of corporate defaults for the Chinese onshore bond market. That has led investors to become more risk averse, in our...
222 Views
The Trade War Heats up and Assets Respond
In Money Matters: De-Globalisation and Asset Prices, I argued that financial and real assets had benefited enormously from the globalisation...
161 Views