Listed Chinese Banks Results Underwhelm
-Operating revenue and operating cost are on par; growth is not outpacing operation costs.-Earning per share is diluted undercutting overall...
141 Views
Hong Kong Economy & Peg - What China Slowdown? What Threat?
Hong Kong has been making the headlines. The gap between Hong Kong money market rates  and US rates has led to a bout of currency weakness as...
122 Views
Chinese Aluminum Prices Look to Fall
We believe downward price pressures are evident in aluminum pricing. This is backed up by futures markets and LME duration spreads. Aluminum...
104 Views
US China Trade Non-Deal Deal
US and Chinese trade negotiators have announced a non-deal deal to avert tariff implementation. We believe there are many key points to what was...
164 Views
Corporate and Consumer Sentiment in China Remain Strong
We believe over household and corporate sentiment is relatively strong. Leaving aside the data, based upon our conversations in China, we believe...
144 Views