MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?
Whilst a lot of people β internally here as well β 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 β 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...
387 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
383 Views
CHINA ECONOMY: Thoughts and implications post the rate cut
The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...
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CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
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