China - Not Out of the Woods by Any Means
The Chinese onshore and offshore equity markets have been outstanding performers over Q1, due to; i) rising hopes of a trade settlement with the...
752 Views
Global Manufacturing PMI Slump at Odds with Equity and Commodity Price Rebound
The slump in the global manufacturing PMIs that is broad-based in major economies and alarming in Japan, Korea and Taiwan, appears to reflect a...
266 Views
âFake Newsâ Threatens Chinaâs Rally
Widely held view that Chinese eased âmassivelyâ in January 2019 â it did NOT According to latest daily Open Market Operations little change...
479 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
840 Views
PBOC and the CNY Job
Over and over again we have commented on Chinaâs FX market as a gauge for health of Chinaâs markets. It is not just due to FX trading and rate...
594 Views