Video: How Much Will a Bursting of the China Bubble Hurt Singapore Banks?
Now that Singapore's banks have published their results, veteran market watchers Song Seng Wun and Kevin Scully take an in-depth look at China's...
335 Views
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
313 Views
The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
321 Views
Jiayuan International IPO - Private Real Estate Is 2x the Size of Business Being Listed
Jiayuan International (Jiayuan) plans to raise US$85-145m through an issuance of primary shares in its IPO. The company offers no unique exposure...
379 Views
It Is All Playing Out with China's Banks
The NPL crisis is upon us in China. It’s playing out even if it appears slow.Some of the first movers to show NPLs provide a guide as to what to...
335 Views