Money Matters: Chinese Monetary Aggregates Point to Accelerating RMB Weakness.
Friday saw the release of the Monthly Chinese monetary aggregates. M2 rose 11.6% year-over-year. Although this is one the lowest percentage growth...
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Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
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Spotlight on HSBC China Risk
In HSBC’s latest disclosure it reports US$146bn of China lending, where most of this is booked in Hong Kong. While there is not a...
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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Chinese FX Reserve Update for October
Foreign exchange reserves of the People’s Bank of China fell for the fourth consecutive month in October. The drop of 45.7 billion USD from...
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