CX Daily: Dialogue Between Hu Shuli and Heng Swee Keat on Tackling Global Challenges
Asia New Vision Forum / Dialogue between Hu Shuli and Heng Swee Keat on tackling global challenges Singapore’s Deputy Prime Minister Heng Swee...
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China Watch: Bringing chopsticks to a gun-fight (again)
Welcome to our weekly EM/China Watch, where we examine the Chinese market from the perspective of Western investors. It’s been a significant day...
423 Views
The Drill: Will China move commodity markets?
The Chinese markets have warmly welcomed this morning’s news that the People’s Bank of China (PBOC) plans to introduce significant stimulus...
331 Views
After the Rally. What Next for the Hong Kong Market?
The emergence of the PBoC Put and what to do now that the Hang Seng Index has rallied so fast and hard. Has the boat been missed?
454 Views
Overview #9 Fallout from the Fed
A review of recent events/data impacting our investment themes and outlook. We look at the usual suspects of Gold, the JPY, Topix and the Hang...
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