Where to Prepare for the 'Gain' in Equities
As we correct down in many equity indices, this note attempts to identify levels where markets are likely to be supported
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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...
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China A50 Deterioration a Risk for Asia
A50 is starting to show rally momentum problems as we near our macro target at 17,684 (17,500) where risk to reward turns less favorable/bearish at...
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Could China Boom Again In 2021?
China's economy is set to accelerate into 2021 fueled by a rebound in shadow bank lending and spurred by CCP support for enterprise. Against this...
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Chinese Easing Drives Next Phase of Liquidity-Driven Boom. Could EM Soar?
PBoC is easing through the ‘backdoor’ while keeping its balance sheet flat Directed lending programs are fueling a step-up in credit growth 20%...
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