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Northeast Securities (000686 CH)
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Northeast Securities Co., Ltd. provides securities brokerage, trading, underwriting, asset management, investment consulting, and other financial services.
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bearish
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Macroeconomics
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27 May 2016 08:58
RMB Focus: It Was Too Good to Last
Despite the seeming aura of calm that had descended on the RMB and PBOC foreign exchange reserves the past few months, this was a deceptive peace. ...
Christopher Balding
219 Views
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bearish
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Thematic (Sector/Industry)
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24 May 2016 06:44
Why China Debt Bulls Are Mostly Wrong
As the debate about the sustainability about the increase in Chinese credit has grown, a number of points have been raised about why China simply...
Christopher Balding
208 Views
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bearish
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Macroeconomics
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19 May 2016 09:48
Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
Christopher Balding
200 Views
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bearish
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Thematic (Sector/Industry)
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16 May 2016 12:13
China: Contingent Liabilities
For the most part we focus on loans and other assets in terms of risk. But contingent liabilities should not be forgotten. These can prove to be a...
Daniel Tabbush
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182 Views
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bearish
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Thematic (Sector/Industry)
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11 May 2016 07:47
The Authoritative Person and the Path of Chinese Growth
The world and China is discussing in hushed tones the recent exclusive interview given by an “authoritative” person which talked about the need for...
Christopher Balding
219 Views
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