Emerging Markets: Outlook and Recommendations
Today's report provides a synopsis of the technical state of emerging markets, along with actionable countries and a wide variety of bottom-up...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
907 Views
Money Matters: A Fish Called Wanda
Any analysis of China's credit growth over the past six years or so would suggest that it is unsustainable and that as a result, when the day of...
408 Views
SF Holding Spat, Big Losses at CaiNiao Suggest Changing Relationship Between BABA, CN, Express Cos.
The creation of data-driven logistics firm 菜鸟网路 (CaiNiao Network or 'CN', aka 'Rookie') in 2013 and its subsequent growth has mainly benefited lead...
497 Views
NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
749 Views