EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy?
Copper markets have been on a tear in recent months and our assessment is that the positive sentiment started when Chinese copper stock data...
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Steno Signals #100 – China’s MAJOR power grab on Copper supply chains
Happy Sunday from sunny Greece and welcome to a very special jubilee edition of Steno Signals. Let me start by dwelling on the fact that Macro...
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Portfolio Watch: Are you paying attention to China?
The Chinese equity trends have really been eye-catching over the past weeks and despite US efforts to flare-up the trade war via new tariffs, the...
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China Watch: No one has noticed that China is exporting INFLATION again..
Welcome to our weekly EM editorial where we shed light on the most important developments in the EM space in the context of the impulses from the...
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China Takes It up Another Notch-Property Proposals Change the Game
Unsold property proposals are BIG news for China markets. ​China is emulating the Fed's strategy of boosting market confidence with positive news...
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