Chinese Transport Data and What It Says About the Economy
Transportation as a whole is flat, with the exception being air travel. However, growth in air travel we believe is driven by higher income...
143 Views
China MSCI/ZTE/PBoC/Japan Ties/Technology Push
China News That Matters MSCI adds a small slice of China to its main equity indexes Trump cancels death sentence on Zte Corp H (763 HK) as a favour...
199 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...
143 Views
Chinese Manufacturing Under the Shadow of Looming China-US Trade War
A trade war between China and the US has been looming since March on China’s “Made in China 2025” plan, which aims to greatly improve the...
335 Views
China Credit Continues to Be Restrained in 2018
Chinese credit continues to be restrained through the first four months of 2018. There are multiple changes however as we see a shift from off...
158 Views