Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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The Latest On House Prices In China, With Today's NBS Data For April
The NBS house price indices data for 70 major cities for April was released earlier today and shows a slight slowdown in the year-on-year price...
98 Views
EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
221 Views
Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
133 Views
US' Quantitative Tightening; Chinese Regulators’ Push for Deleveraging
The S&P 500 (SPX INDEX) fell by 5.2% last week and now stands 8.8% below its record high of 2873 on January 26. A combination factors...
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