Financialisation in China and How to Track It.
The historic core statistics in China are not showing the changing nature of China's credit marketsThe latest burst of Chinese stimulus, whilst...
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Hong Kong: No. 3's Visit Offers Little Change in China's Approach
The visit to Hong Kong by Zhang Dejiang, China’s 3rd ranking leader and Chairman of the National People’s Congress Standing Committee, was not the...
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Taiwan: China Serves Notice on the New President
Ms Tsai Ing-wen was inaugurated as Taiwan’s President on 20th May, only the second time an independence-leaning person has taken the office. The...
236 Views
China: Globalizing Its Imbalances, Part I: Monetary
China's M2 has gone from US$6.56tn in Aug08 to US$22.32tn in Apr16, the biggest monetary expansion in history. But over the past 3 years, China has...
394 Views
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
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