China: Policymakers Straddle Tightrope
China: Rebound in activity but difficult balancing act for policymakers raises concerns Corporate debt defaults by SOEs are rising in China as the...
192 Views
US Push as EM Pressures Build
Chartonics weekly Monday 4 April 2016US push as EM pressures buildEurope remains our underperform bet (short DAX) with increasing evidence of an EM...
333 Views
China: Struggling Amid Rising Debt
People’s Bank of China Governor Zhou Xiaochuan and Vice-Premier Zhang Gaoli expressed worries over China’s excessive debt, which totals 250% of...
231 Views
China: Central Government a Credible Economic Backstop, but Politics Is the Crux
The Chinese economy is on weak footing – the government has acknowledged the new normal and has targeted a growth range of 6.5-7%, instead of a...
196 Views
Asian Monetary Policy Outlook
Asian monetary policy: Looser than optimal Asian monetary policy easing is picking up even though our analysis suggests that policy rates in most...
236 Views