Week Ahead in Global Macro: China RRReopens, US Inflation - Post-Mortem on UST Sell-Off, Eye on JPY
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: The US Treasury curve can steepen a bit...
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Trade War/A-Share Inclusion/De-Risking Woes/Inflation Threat/Rural Revitalisation
China News That Matters Trump claims China interferes in US elections Global indices finally welcome Chinese A shares Local debts pile up as...
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Charts That Matter
This webcast outlines pivotal chart points that can change the DM/EM spread and risk in Asia. Shanghai composite bull reversal off of the 2016 low...
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China Renaissance Capital IPO Review - Priced to Perfection
China Renaissance Holdings (1911 HK) is looking to raise up to US$433m in its IPO. Proceeds raised will be mainly used to expand its investment...
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H Share Pressure on Shanghai Composite Break Below the 2016 Low
Shanghai composite is knocking 2016 low, a break would induced a sharp decline that would see H shares take the brunt of the pressure over the...
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