Xiaomi and China Banks: Poor China IT Financial Metrics, a Lessor Known Risk to China Banks
China’s banks are well-exposed to China’s Information Technology (IT) companies. We may sometimes forget this, where we tend to focus on industrial...
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Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
364 Views
The Latest On House Prices In China, With Today's NBS Data For April
The NBS house price indices data for 70 major cities for April was released earlier today and shows a slight slowdown in the year-on-year price...
252 Views
EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
352 Views
Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
 Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
264 Views