China and the Secular Stagnation of the West -- The Eventual Blowback Isn't Far Away
In 2001-05, China bailed out its banking system by taking nearly 45% of all loans off banks' books (at face value, i.e., with no hair-cuts for past...
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China HK Fresh Bull Signals and Pivots
A tale of two indices between the Shanghai A futures 50 more bullish bais and the composite which shows bigger breadth issues.Shanghai composite is...
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Can Companies Really Adopt a Single Global Anti-Corruption Policy?
In this article John Bray discusses whether it is really possible for multinational companies to apply a single global anti-corruption policy in...
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Use of Criminal Sanctions Against the Chinese Securities Industry to Continue
Several of my notes have flagged ongoing enforcement campaigns in China's financial industry. This one flags a forthcoming development related to...
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Tighter Monetary Policy to Facilitate Financial Deleveraging in China
After lifting the medium-term lending facility rate by 10 basis points on Jan. 24, the People's Bank of China raised the overnight short-term...
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