The concerns about intensifying deflationary momentum continue to build in China with the release of the latest data, be it the continuing decline in credit gro... Read More»
If sentiment towards Chinese stocks remains super depressed, the same also applies to domestic Hong Kong stocks.
It remains incredible that Hong Kong-focused... Read More»
The working assumption that the Chinese have turned temporarily Japanese is borne out by the latest credit data which has increased concerns that the authoritie... Read More»
The Economist cover syndrome is always a potential contrarian signal as history has demonstrated.
And sure enough this writer noted the “Peak China?” cover o... Read More»
There has been an almost perfect storm in recent weeks in terms of Chinese regulatory initiatives against private sector companies and related equity market col... Read More»
The June US CPI data came in well above consensus while the July data, released last week, still shows CPI and core CPI rising at 5.4% YoY and 4.3% YoY.
US CPI... Read More»
One recommended trade here for global bond investors has been to sell US Treasury bonds, and indeed all G7 government bonds, and own Chinese government bonds in... Read More»
China's 14th Five-Year Plan
While world markets have been focused on the US presidential election, an important event also took place in Beijing in late Octob... Read More»
The US presidential election appears to be finally over.
But it remains unclear how the issue of regulation of “Big Tech” will be impacted by the outcome.
In t... Read More»