Primer: iShares China CNY Bond UCITS ETF (CNYB NA) - Aug 2026
The iShares China CNY Bond UCITS ETF (CNYB) offers targeted exposure to the Chinese onshore bond market, specifically tracking an index of...
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China's Growth Constrained by Crisis of Industrial & RE Over-Capacity
PBoC's recent rate cuts are unlikely to sufficiently address China's real estate crisis and economic slowdown, with challenges including high...
347 Views
EM by EM #35: China 2024: Keeping the Beast Alive
We will be watching the Chinese credit impulse closely for clues on whether to take on positive bets on China and China proxies in 2024.
597 Views
HSI Properties, Link RIET, HSI Financials, China Merchants Bank, and ICBC
At the beginning of the week, I was determined to have this post with a more bullish tone. Maybe it is a contrarian indicator.
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China Faces the Perfect Storm: Global Tightening, Capital Flight, Overcapacity
$215bn trade surplus in Jan-Apr'22, but FX reserves fell $130bn. Global tightening constrains China's ability to boost liquidity. Property...
480 Views