China's Debt-To-Equity Swap Speeded Up; Not a Positive Sign for Banks Despite Relatively Small Scale
Following the release of the long-awaited guidelines on banks’ debt-to-equity swaps, or DES, by the State Council, several DES plans were announced...
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Chinese GDP Insight
China released GDP figures yesterday and it is difficult to find anyone who takes them as anything other nonsensical ramblings and definitely not...
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Risk: Dealing With Known-Unknowns
As any parent will confirm, teenagers know one thing. Unfortunately, it is “every”-thing. The rest of the population, by contrast, recognizes and...
290 Views
How Important Is the 6.7 Barrier for the RMB?
Now that the RMB has breached 6.7 there are questions about the future of the RMB and whether this signals the breaching of a key resistance line...
293 Views
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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