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bearish
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Macroeconomics
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14 Nov 2016 17:22
Money Matters: Chinese Monetary Aggregates Point to Accelerating RMB Weakness.
Friday saw the release of the Monthly Chinese monetary aggregates. M2 rose 11.6% year-over-year. Although this is one the lowest percentage growth...
Stewart Paterson
477 Views
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bearish
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Thematic (Sector/Industry)
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11 Nov 2016 04:55
Bank Credit Growth: Wrong Diagnosis ?
There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the...
Hemindra Hazari
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557 Views
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bearish
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Thematic (Sector/Industry)
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09 Nov 2016 06:28
Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
Asia Advisors
427 Views
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bullish
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Thematic (Sector/Industry)
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03 Nov 2016 19:46
Egypt Devalues - Now the Hard Work Starts
One gets the feeling all sorts of intriguing news is due to pop up in the next week into US elections, with today’s notes of interest being Egypt’s...
Emad Mostaque
265 Views
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bearish
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Thematic (Sector/Industry)
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03 Nov 2016 04:02
Life Insurance: License for a Casino
The deregulation of India’s life insurance industry in 2000 and the eventual direct listing of private life insurance companies, with ICICI...
Hemindra Hazari
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878 Views
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