ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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Encouraging Non-Interest Income in China's Banks
For too long China's state banks have relied on a guaranteed profit from state-sanctioned lending rates. Electronic payment systems will provide...
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ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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5 Reasons You Should Avoid Apple and Its Supply Chain for Next Few Years
If Apple is running out of ideas by introducing a new product by changing color and material instead of new "WoW" features, this is suggesting...
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Yirendai (YRD US) Offers A (Mostly) Direct Play on the Growth of Chinese Internet Finance.
Yirendai is an online consumer finance peer-to-peer (P2P) marketplace spun-off from and 85.5% owned by CreditEase, one of the earliest and largest...
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