A "Sudden Stop" For China in 2016?
After an intriguing 2015 when the economy surprised to the downside by the stock market performed "relatively" well, China is amongst our main...
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Another broker riding the A-shares wave, little discernible difference from the lot. Limited upside
Guolian Securities, a China Jiangsu province based security broker that ranks 45 in 2014 by stock and fund brokerage, is raising US$405-US$471m in...
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MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?
Whilst a lot of people – internally here as well – are in the no CNY devaluation Camp on the renminbi, see a good piece on this from The Economist....
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Systemic problems in China – Is the Renminbi set to tumble?
Initiating 1 year USDCNH Vanilla Call Option with Strike 7.0000. This trade is one way to take advantage of/hedge against potential currency...
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CHINA MACRO: Brining forward our expectations of monetary easing
We are calling for another rate cut and 3 further 50 bps cuts of the reserve requirement ratio in the first half of 2015, with the next rate cut...
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