CX Daily: Why The Yuan Is Suddenly Gaining International Traction
Cover Story: Why the yuan is suddenly gaining international traction. China names new top Communist Party leadership for next five-year term
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China: Capital Flight Limits Easier Money Amid Spreading Crisis in Property Markets
FX reserves decline US$221bn ytd, and implied net capital and services/income outflows are US1.07trn in the last 12 months. Property and industrial...
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CX Daily: Has China’s Monetary Policy Reached Its Limit?
In Depth: Has China’s monetary policy reached its limit? Alleged U.S. cyberattack targeted China’s key telecom infrastructure
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Consequential Currency
I usually work with a base case view and not the most optimistic or pessimistic take, and this note is no different. Its approach is forming an...
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CX Daily: Cash-Strapped Local Governments Turn to Financing Vehicles to Plug Fiscal Shortfalls
In Depth: Cash-strapped local governments turn to financing vehicles to plug fiscal shortfalls. Communist Party elects delegates ahead of 20th...
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