Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
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A Strange Thing Happened on the Way to the CNY/CNH Option
A strange thing has happened to the value of CNY/CNH options and NDF pricing. Despite the increased concern over the RMB, the spread between the...
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China Property - Likely Turning Point for Shenzhen?
In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to...
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Projecting Residential New Starts in China
China property sector, and within it mainly the residential sector (i.e. new developments), are an important source of demand for commodities. One...
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