China A-Share Strategy: New Loan Top Record-High $1 Trillion in 1Q as Business Gradually Reopened
Chinese Central banks pumped record-high US$1 trillion into the economy in the first quarter this year, in an effort to stem the bleeding from the...
441 Views
Pakistan: Shaken, Not Stirred
We are bullish about Pakistan’s future even though the short-to-medium term economic outlook is clouded by the pandemic. Globally, the coronavirus...
388 Views
China A-Share Strategy: More Foreign Players in A-Shares and How Investment Styles Will Impact Them
China’s ownership cap for foreign shareholders in securities and fund-management firms was scrapped as of April 1. This marks a significant...
355 Views
India & Covid-19 – Modi’s Knee Jerk Reaction Costs the Poor and Businesses
The prospects of an outright recession are very real. Mr Modi’s 21-day lockdown was ill-conceived and has left India’s already enfeebled economy in...
672 Views
China A-Share Strategy: To Revive Economic Growth as Getting past Coronavirus
China would step up the effort to stimulate its faltered economy by raising the fiscal deficit ratio and selling special government bonds, as...
329 Views