Chinese Liquidity in 2021 –More Easing Ahead?
Chinese Liquidity grew by 13% in 2020, contributing a whopping near one-third of the rise in Global Liquidity and besting the US. 2021 shows signs...
421 Views
Could China Boom Again In 2021?
China's economy is set to accelerate into 2021 fueled by a rebound in shadow bank lending and spurred by CCP support for enterprise. Against this...
597 Views
Japan - Recovering But...
The pandemic is behind, but Japan is not out of the woods. The economic recovery has been weaker than anticipated given that there was no lockdown...
477 Views
Which Asian Stock Markets Will Out-Perform Over The Next Two Years?
Stock markets are 80% mood-driven and 20% based on fundamentals Risk appetite is both paramount and strongly mean-reverting We can measure what...
420 Views
Japan's Mr Suga: Same, Same No Different
Mr Yoshihide Suga won by a landslide the ruling Liberal Democratic Party’s 14 September, leadership election to succeed Mr Shinzo Abe as prime...
523 Views