Getting to a New Cold War-I: Trade Tension and the Continuing Challenge of Capital Flight
We do not view US Vice President Pence's 4th October speech as heralding the start of a new Cold War, as its adversarial content about China's...
574 Views
China RRR Cut - Time To Get Worried?
The Chinese stock market continues to sell off, and is along with the Philippine bourse the worst performing in Asia this year. Investors are...
618 Views
China Economics: RRR Cuts Proven Ineffective
On 7 October 2018, the People’s Bank of China (PBOC) announced a Renminbi Reserve Requirement Ratio (RRR) cut of 100 bps, starting on 15-October....
473 Views
China Economics: The China-US Trade War Escalation
The China-US trade war has clearly escalated. We believe the trade war is on for a long haul and we are not alone. China is the one bearing the...
590 Views
Xi Jinping -- The Last Communist Leader of China?
After the biggest monetary expansion in world history (China: Globalizing Its Imbalances, Part I: Monetary), China is extremely fragile...
764 Views