Asia In An Uncertain World - The Place to Hide
Each day brings another set of news headlines that adds to uncertainty. One moment Italy is on the brink of forming a new government, the next it...
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USDCNY Relationship Diverges Significantly From Expectations
From late January through late April, the correlation broke down significantly and has only recently returned to historical norms. It is too soon...
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Hong Kong Economy & Peg - What China Slowdown? What Threat?
Hong Kong has been making the headlines. The gap between Hong Kong money market rates and US rates has led to a bout of currency weakness as...
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China MSCI/ZTE/PBoC/Japan Ties/Technology Push
China News That Matters MSCI adds a small slice of China to its main equity indexes Trump cancels death sentence on Zte Corp H (763 HK) as a favour...
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US China Trade Non-Deal Deal
US and Chinese trade negotiators have announced a non-deal deal to avert tariff implementation. We believe there are many key points to what was...
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