Structural Drivers of RMB Depreciation
As the People’s Bank of China continues to allow the RMB to depreciate, it bears revisiting what specifically is driving this process and the...
284 Views
China's Debt-To-Equity Swap Speeded Up; Not a Positive Sign for Banks Despite Relatively Small Scale
Following the release of the long-awaited guidelines on banks’ debt-to-equity swaps, or DES, by the State Council, several DES plans were announced...
218 Views
Chinese GDP Insight
China released GDP figures yesterday and it is difficult to find anyone who takes them as anything other nonsensical ramblings and definitely not...
238 Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
362 Views
Risk: Dealing With Known-Unknowns
As any parent will confirm, teenagers know one thing. Unfortunately, it is “every”-thing. The rest of the population, by contrast, recognizes and...
292 Views