China’s Financial Risks/Deleveraging/Technology Race/Housing Crackdown/Trade War/EU Talks/RRR Cut
China News That Matters Stock market sell-off intensifies Foreign investment encouraged in market shake-up China to lead in 5G development New...
324 Views
Tencent and Ping An Levels and Adjustments
How Tencent and Ping An trade will dictate the direction of HSI. We run through our base case for both counters and meaningful top points and...
421 Views
BBSP H1 2018 Macro Strategy
Main themes :INDICES – Q1 (Feb/March correction-8-15% depending on which market) before further RISK ON until year end.Best conduits to play risk...
205 Views
Asia Chart Levels and Where to Add Risk
Asia bid support is coming through with signs of resilience. This tactical insight outlines S&P pivot levels and the markets that are showing a...
365 Views
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...
221 Views