Is It Time To Buy China?
Media pessimism about China has become exaggerated. The economy is not strong but latest data show acceleration, and the monetary backdrop is...
961 Views
China May Nullify World Recession
Several indicators point to approaching World recessionary trough and even an early pick-up. Chinese monetary policy easing may be enough to lift...
521 Views
The Asian ‘Euro’ (¥¥): Does It Already Exist?
An Asian 'Euro' may have already formed? If correct there are huge implications for asset allocation, such as buying Asian stocks and European bonds.
219 Views
Which Asian Equity Markets Are Still Cheap?
We use latest investor positioning data to show that (a) there is no bubble in World stock markets and (b) still market opportunities in Australia,...
551 Views
Chinese Liquidity in 2021 –More Easing Ahead?
Chinese Liquidity grew by 13% in 2020, contributing a whopping near one-third of the rise in Global Liquidity and besting the US. 2021 shows signs...
360 Views