Taiwan - The Surprise Outperformer
Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this...
446 Views
Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
920 Views
Bondcritic Market Monitor (30-Sep-2019): The Cat Is Still Dead...
As we expected, a flight to quality is back as 2/10 spread remaining in single digit (6bps last Friday). Rising VIX and lower Baltic dry index...
884 Views
Why Is China Destroying Liquidity?
No evidence of major monetary easing by China PBoC (People’s Bank) actually withdrawing cash from money markets Broader liquidity measures show...
682 Views
Big Flows in China Bonds as Bloomberg Barclays Global Aggregate Index Adds
On 31 January 2019, Bloomberg confirmed that local Chinese RMB bonds would be included in the Bloomberg Barclays Global Aggregate Index...
994 Views