Trading China: The Little Short
Despite all the focus on Chinese financial markets and the accompanying imbalances, there are questions about how exactly to trade China right...
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Chinese Industrial Data on PMI Release
Industrial output data implies a continued further increase in the Chinese PMI number due May 1. Â Steel output has made small gains in April over...
332 Views
Chinese Flash Numbers Fail to Build on Post-New Year Bounce
Chinese economic activity appears to be stabilizing in April. Â We are not witnessing a pullback from the expansion in the real economy we saw post...
342 Views
Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
340 Views
Halcyon: Did It End Up Issuing More Shares To Angsana Capital On Conversion Of Preference Shares?
Halcyon Agri Corp Ltd and Sinochem Intl Corp have finally announced the long-rumored consolidation of their rubber businesses.Sinochem will make a...
726 Views