The Authoritative Person and the Path of Chinese Growth
The world and China is discussing in hushed tones the recent exclusive interview given by an “authoritative” person which talked about the need for...
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April Trade Data and FX Reserve
A lot of how you decide to view the Chinese April trade and foreign exchange report, depends on what exactly you measured. April exports were...
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China House Prices in April Increased at Faster Pace Overall, Highly Divergent Across Cities
China house prices for 100 major cities overall continued to rise at faster pace, 9% y/y compared to 7.4% a month earlier, according to new data...
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How a Debt to Equity Swap Plan in China Could Work
The government should set up a new national pension fund to save the economy. Securitising future pension payments may be the answer to the...
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A leading mall operator that can't control the quality of its tenants? Valuation unattractive.
Red Star Macalline (RSM) is the largest home furnishing chain mall operators in a fragmented home furnishing market. Despite its fast expansion, we...
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