Silk Roads Part I: Background
Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of...
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Chinese Policy Banks Not the Real Threat
The latest threat assessment from China watchers has, at least partially, focussed upon the Policy Banks. China Development Bank, China Ex-Im Bank...
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Chinese FX Reserve Update for October
Foreign exchange reserves of the People’s Bank of China fell for the fourth consecutive month in October. The drop of 45.7 billion USD from...
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What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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Egypt Devalues - Now the Hard Work Starts
One gets the feeling all sorts of intriguing news is due to pop up in the next week into US elections, with today’s notes of interest being Egypt’s...
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