RMB Approaching 6.8
The RMB has depreciated further and appears likely to flirt with the 6.8 level as the CNH already stands at 6.79. Though Chinese regulatory and...
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Action Points and Our November Buy List Part I
Chartonics Tuesday 25 October 2016Action points and fresh bull positioning webcastWe are reducing short positioning.Taiwan needed to turn down...
264 Views
Structural Drivers of RMB Depreciation
As the People’s Bank of China continues to allow the RMB to depreciate, it bears revisiting what specifically is driving this process and the...
276 Views
China's Debt-To-Equity Swap Speeded Up; Not a Positive Sign for Banks Despite Relatively Small Scale
Following the release of the long-awaited guidelines on banks’ debt-to-equity swaps, or DES, by the State Council, several DES plans were announced...
216 Views
Chinese GDP Insight
China released GDP figures yesterday and it is difficult to find anyone who takes them as anything other nonsensical ramblings and definitely not...
234 Views