Trading China: The Little Short
Despite all the focus on Chinese financial markets and the accompanying imbalances, there are questions about how exactly to trade China right...
241 Views
China: Renewed Concerns About Extent of Slowdown
Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...
170 Views
What Is Really Worrying About the Chinese Credit Bubble
Lots of ink or ones and zeros in today’s world about the explosion of credit propping up the Chinese economy. So much so that I really will not...
265 Views
Chinese Industrial Data on PMI Release
Industrial output data implies a continued further increase in the Chinese PMI number due May 1. Steel output has made small gains in April over...
179 Views
The Future of Chinese Steel Prices
Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for...
368 Views