Chart of the Day: China Isn't Deleveraging (Yet) But Most of Asia Is!
China bulls will like to tell you that the economy is deleveraging in line with theĀ authorities wishes. A number of key metrics however show that...
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Today's China Macro-Property Data: New Home Sales Growth YTD Y/Y Slows Only Slightly In December
A lot of new data on China today. The National Bureau of Statistics (NBS) released the key data for December, related to property sales and...
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China, Japan and Asian EM in 2018: A Liquidity View
In a recent report our analysts note that The Asian Liquidity cycle remains in an upswing. Prospectively, this upswing in cashflow could last into...
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Latest Capital Flows into Emerging Markets
The future looks bright according to latest cross-border capital flow data into Emerging Markets.CrossBorder Capital pioneered the analysis and...
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'Quantitative Squeezing': Prospects for Global Liquidity in 2018
We conclude five points about Global Liquidity in 2018: Ā Global Liquidity will expand by around US$5 trillion net in 2018. This is stilla positive...
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