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...
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Chinese Asset Management Industry: Monetary Policy and Regulations
On 8 June 2018, the China Banking and Insurance Regulatory Commission started the public consultation on its proposal to abolish foreign ownership...
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House Prices In China Up M/M, Stable Growth Y/Y, Fastest Growth In Dandong on North Korean Border
The NBS house price growth indices data for 70 major cities for May was released earlier today and shows a stable year-on-year price growth, with...
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Trade Wars - The Good, The Bad And The Ugly
It was a given that the Quebec G7 Summit was going to be tense, possibly acrimonious. But it turned unexpectedly ugly following Mr Trump’s highly...
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Asian Profit And Investment Cycles - Taking Comfort Despite Grey Hairs
In insight note Asia In An Uncertain World - The Place to Hide we concluded that now more than ever investors need to pay attention to...
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