Trading China: The Little Short
Despite all the focus on Chinese financial markets and the accompanying imbalances, there are questions about how exactly to trade China right...
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Chinese Industrial Data on PMI Release
Industrial output data implies a continued further increase in the Chinese PMI number due May 1. Steel output has made small gains in April over...
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The Future of Chinese Steel Prices
Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for...
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One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
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Chinese Flash Numbers Fail to Build on Post-New Year Bounce
Chinese economic activity appears to be stabilizing in April. We are not witnessing a pullback from the expansion in the real economy we saw post...
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