Asia's Response To Mr Trump - Accelerated Regional Integration? (Part I)
Intra-Asian economic, trade and capital linkages have strengthened, especially since the global financial crisis. Asian businesses are already...
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Today’s China Macro-Property Data: Slightly Slower Sales Growth, Accelerating New Starts, Land Sales
The National Bureau of Statistics (NBS) released today the key China data for August, related to property sales and investments by developers at a...
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Japan Outlook - Every Reason To Overweight
We are overweight Japanese equities but the stock market’s performance so far this year has been disappointing in our view. The Nikkei 225, up 0.4%...
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China Economics: The Shantytown Mysteries
We conducted a study to demystify the correlation between China’s shantytown renovation and real estate prices in the third-tier cities in China....
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Bonds and Banks/Swine Fever/Asian Free Trade/London Stock Connect/Commodity Futures
China News That Matters China turns the lending taps back on Inflation fears spook bond investors Asia-Pacific trade deal prospects Shanghai-London...
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