EM Watch: Time to play the long end of the Chinese yield curve?
Welcome to our weekly EM Watch, where we examine Emerging Markets (with a particular focus on China) from the perspective of Western investors. It...
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EM Watch: 5 Charts on the Nosediving Chinese Indicators!
China’s exports fired on all cylinders during the spring, but we are now starting to see signs of fading inventories in the US (and to some...
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EM Watch: The Chinese race towards 0% interest rates
Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors. Over the past...
664 Views
CX Daily: The Key Ingredients to Sustain Hong Kong’s Stock Rally
Stocks / In Depth: The key ingredients to sustain Hong Kong’s stock rally China’s show of determination to revive growth and rescue the property...
315 Views
CX Daily: China’s Weaker Insurers Skip Early Bond Redemptions Amid Growing Financial Stress
Insurers / In Depth: China’s weaker insurers skip early bond redemptions amid growing financial stress. China-Russia /: China invites Putin for...
210 Views