China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant
In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating...
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Retail Sales in China Outside Headline Numbers Remain Weak
The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This...
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Asia Equities: Model Portfolio Changes - More to Chinese EV Supply Chain, Less to AI Losers
Our AxJ Model Portfolio outperformed MXASJ, driven by KR & TW tech, KR defense, industrials. We now exclude Tencent Music, Xiaomi, add CNOOC,...
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Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
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Outlook For Global Economy and Markets Through Late 2016
In this month’s analysis of the RRG Global Consumer Sentiment Index (GCSI) we review the current dynamics behind the global economy and highlight a...
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