China Economics: The Politics Behind China’s Recent Policy Shift
The Turning Point China’s State Council executive meeting on 23rd of July is a symbolic turning point, in our view, indicating a major shift to...
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Chinese Commodity Prices Managed Stability But Look for Growth If Credit Grows
Commodity markets are relatively calm at the moment. What is important to watch as we have noted in regards to steel, but in reality appears to be...
482 Views
Expect Chinese Flash Data To Remain Constant
Overall flat numbers for domestic shipping are not indicative of negative growth. Specifically we are seeing negative numbers underlying sectors...
434 Views
China Economics: Unnoticed New Policy Rate Succession on 007
The People’s Bank of China (PBOC) has begun discussing the importance of DR007 (i.e. the 7-day repurchase rate pledged by interest rate bonds by...
562 Views
The US-China Trade War and China's Q2 Updates
1, China US trade war As we discussed previously that if President Xi decided to fight back, investors should be worried. Yes, it is exactly what...
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