Trade and FX Reserve Pre-Release Note
The upcoming foreign exchange reserve and trade balance release give us a good opportunity to examine the post-Chinese New Year capital and goods...
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Can China's Financial System Cope with Further Deterioration in Asset Quality?
In its recently released half yearly Financial Stability Review, the Reserve Bank of Australia examined the state of China's financial system. In...
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Devastating Losses at Little Known China Specialty Lender Has Negative Implications for Bank Sector
China Commercial Credit is a specialty lender in China, although it is a listed entity in the US. What is interesting here is how its financials...
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A "Sudden Stop" For China in 2016?
After an intriguing 2015 when the economy surprised to the downside by the stock market performed "relatively" well, China is amongst our main...
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MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?
Whilst a lot of people – internally here as well – are in the no CNY devaluation Camp on the renminbi, see a good piece on this from The Economist....
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