Emerging Markets: Is This the End?
The recent mild USD rebound has triggered a deeper sell-off in EMs that has stirred the bears. Is this the top in prices? Are EM about to suffer a...
168 Views
The Shining of Emperor Xi Jinping
We examine the issue of whether the Chinese economy will be better off under President Xi Jinping, who has recently been labeled by the market as...
229 Views
Chinese Banking Debt: The Interconnection Through Statistical Model Lens
The Chinese debt issue has been a major concern for investors and most analysts or investors rely on qualitative assessments. We hereby seek to...
131 Views
Today’s China Macro-Property Data: New Home Sales Growth Slows Down Further in Jan-Feb
The National Bureau of Statistics (NBS) released the key data for January-February (combined), related to property sales and investments by...
119 Views
Chinese Monetary Policy Is Loose And It Is Unlikely To 'Tighten' in 2018
Against the background of both slated and anticipated policy tightenings by the US Fed and ECB, the critical question for 2018 is how will China...
135 Views