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...
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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...
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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...
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Steno Signals #96 – A major devaluation of the CNY could be imminent
Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...
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