China: Soaring Credit Keeps the Economy Afloat, Precariously
China's M2 has soared by US$18tn in the past 9 years (the biggest monetary expansion in world history) to US$24.5tn in June 2017 -- far exceeding...
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Just How Important Is FAI to the Chinese Economy?
Despite the rhetoric, China remains tied to fixed asset investment to drive its economy. What is notable is that the numbers have shifted within...
223 Views
Xi Jinping's Foreign Policy: The Consequences of Disobeying Deng's Advice
Deng Xiaoping advised China to "maintain a low profile" and instead focus on rebuilding China's economic strength. Xi Jinping has abandoned that...
364 Views
RMB After the Fed
A primary focus for us is the state of the RMB and domestic money markets in China. With the Federal Reserve opting not to raise interest rates...
184 Views
Asia X Japan Portfolio Builder #2 - China Asset Allocation - Overweight
In the first of our initial asset allocation pieces, we take look at China, the country with the largest weighting in the index and biggest economy...
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