Global Capital Flows Show China’s Collapsing Export Markets Could Soon Revive
Capital flows are strongly Granger causal Gross capital flows lead World shipping activity by 4 months Capital flows have been slowly rising...
282 Views
Taiwan Investors Factor In China Recovery
It is time to go increase exposure to Taiwanese equities, if you haven’t already. Like bourses around the region, Taiwan’s stock market has...
237 Views
Precipitous Deceleration Implies 2019 Is a Year of Stress, Despite Help from US$ Weakness
China has won the trade war so far, with China's exports to the US rising 11.3% YoY in 2018, while its imports from the US rose just 0.7% YoY. For...
660 Views
Follow The Money
January data on investor positioning show a big improvement in risk appetite for Emerging Markets Two-year ahead returns from risk assets likely...
678 Views
China Economics: The Bubble that Bursts the Demand
China’s 4Q GDP grew just 6.4% in Q4, 2018, the lowest since the Global Financial Crisis (GFC). We do not believe the number matched the market...
528 Views