Global Capital Flows Show China’s Collapsing Export Markets Could Soon Revive
Capital flows are strongly Granger causal Gross capital flows lead World shipping activity by 4 months Capital flows have been slowly rising...
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Taiwan Investors Factor In China Recovery
It is time to go increase exposure to Taiwanese equities, if you haven’t already. Like bourses around the region, Taiwan’s stock market has...
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Precipitous Deceleration Implies 2019 Is a Year of Stress, Despite Help from US$ Weakness
China has won the trade war so far, with China's exports to the US rising 11.3% YoY in 2018, while its imports from the US rose just 0.7% YoY. For...
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Follow The Money
January data on investor positioning show a big improvement in risk appetite for Emerging Markets Two-year ahead returns from risk assets likely...
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China Economics: The Bubble that Bursts the Demand
China’s 4Q GDP grew just 6.4% in Q4, 2018, the lowest since the Global Financial Crisis (GFC). We do not believe the number matched the market...
380 Views