China's International Financial Position
Two interesting developments have affected China’s international financial standing in recent months. The first is that the yuan – China’s currency...
270 Views
Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
302 Views
Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
302 Views
A Strange Thing Happened on the Way to the CNY/CNH Option
A strange thing has happened to the value of CNY/CNH options and NDF pricing. Despite the increased concern over the RMB, the spread between the...
252 Views
China Property - Likely Turning Point for Shenzhen?
In the recent cycle, Shenzhen has been outperforming all other cities in China on house price growth at +59% year-on-year in May according to...
297 Views