Adam Tooze on the Big Misconceptions of the Chinese Economy
The Odd Lots podcast episode explores the complexities of the US-China trade relationship, focusing on issues such as overcapacity, dumping, and...
770 Views
Aug 24 Indices Rebalance: Brazil Takes the EM Flow, SA & China Downweighted Again (Tencent)
Aug 24 Indices Rebalance: Brazil was the largest beneficiary of passive flows at the rebalance last Friday. South Africa and China were...
373 Views
China ETF Inflows & Implications: YTD Inflows Near US$100bn
Nearly US$100bn has flowed into mainland China ETFs year to date. Over 70% of that has gone into ETFs tracking the CSI300 index and 18% going into...
711 Views
China: Growth Inevitably Set to Flag as All Monetary Easing Proves Inefficacious
​China's M2 is double the size of US M2, but further monetary easing futile amid capital flight and lack of credit demand amid deflation and over...
308 Views
May 24 Indices Rebalance: SA & China Net Sells, NPN, PRX & Tencent Sold Down on Buybacks
Trade analytics covering the May rebalance, China a net sell for the second consecutive quarter. Tencent, Naspers and Prosus sold down at...
515 Views