Asia Calling: China's Great Rebalancing - Why the Consensus Is Wrong
Falling Chinese asset markets have resulted in growing fears that China's economy is in a 'hard landing' Policymaker actions may have exacerbated...
1.7k Views
2016 - "Year of Visit to Korea"
The Korean government did a massive marketing push yesterday in Beijing to attract more Chinese visitors to Korea in 2016. It was announced that...
361 Views
Potential Change of Chinese Visa Policy to Korea
Korea has two visa policies for Chinese visitors to Korea – one for mainland Korea and one for Jeju island. Chinese visitors must get visa when...
343 Views
China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
1.6k Views
A herd of fine horses are starting to head back to their home market
Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...
533 Views