Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
5.9k Views
China Distressed Assets on Taobao
About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...
633 Views
Labor Disputes at the Chinese Airlines
Unbeknownst to the flying public, the Chinese aviation industry is facing labor disputes, particularly from their  pilots, according to a recent...
627 Views
China's Economic Work Conference & Its Courts
Illustrating the integration of China's court system with the operation of the Communist Party, the day after the Communist Party Central...
545 Views