China: Credit-Fuelled Recovery Comes with a High Cost
Inflationary pressures building: CPI rose 2.5% y/y in Jan 17, up from 2.1% in Dec 16. Excluding food and energy, consumer prices rose 2.2% in Jan...
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Trumpton S1E4: Where the Mayor Destroys Mexican and Asian Supply Chains?
To reduce imports the Trump administration can follow a simple policy prescription: Engage with a small number of multi national companies and...
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China: Last Stand for the Tuanpai
Ex-president Hu returns to the public eye: Former president Hu Jintao was photographed at a busy flower market in Guangzhou, Guangdong Province...
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Asia Market Strategy: Will The Bulls Win in 2017 on The Back of Trumponomics?
The correlation between Emerging Markets Asia and US market has reversed to a positive coefficient YTD (a typical global bull market's sign). Our...
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Geopolitics: Trump Refines Approach to China
Trump stepped back from direct confrontation with China: In his phone call with Chinese President Xi, Trump acceded to China’s request to honour...
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