Growing Corporate Debt in China
There has been much discussion about China’s wish to implement economic reforms and – specifically – to deleverage. However, the reality is that...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
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60 Days After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP and CNY. We make a simple assumption that a property investor...
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Systemic Risk from Corporate Debt in China
Massive and growing debt levels in China are becoming a source of major concern to the world's banking community. Whilst some see this as...
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