EM By EM #17 China: Real Estate Complex and The “Phony” Stimulus
In the past month, the focus of the markets revolved around the Bank of Japan and now August appears to have shifted its attention towards China.
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Investment Screening: Why Biden’s Order is Actually a Good Sign for US-China Relations
On August 9th, President Biden signed an executive order which addresses investment from US companies and individuals into China. The executive...
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China Deflation Watch – What Happens in China Stays in China
Hello everyone, and welcome to our China Week where we try to gather all forces to cover the ongoing economic situation in China, which is subject...
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5 Things We Watch – Fed Overtightening, Curve Steepening, US CPI, BoJ & China
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. With US CPI being...
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Central Bank Vows Further Mortgage Easing to Support Housing
China’s central bank pledged to step up mortgage easing to support homebuyers, signaling further efforts to bolster the ailing property...
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