Weakening Credit in 1Q17 in China
With new China data it’s easy to consider a fairly benign growth environment. The reality is more striking. The People’s Bank of China (PBOC)...
237 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
822 Views
Life and P&C Premium Growth Remain Strong at Ping An
Ping An’s life insurance business recorded strong premium year-on-year growth at 38.7% in January, versus 31.2% growth for 2016. The...
150 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
917 Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
255 Views