Some mixed messages amongst the tea leaves this week. The latest Chinese trade data is good, with exports showing double-digit growth. The background to that is the fundamentally solid state... Read more
The inclusion of China domestic shares in certain MSCI global indices is the big event of the week, and will have a stabilizing effect on what has always been a choppy and opaque market. But... Read more
Behind the puzzling state of the US-China trade dispute, with endless mixed messages emanating from Washington, we sense a growing consensus on how to address the way China interfaces with t... Read more
It’s quite tough trying to keep up with the current state of the US-China possible trade war, but it appears, bottom line, that the Chinese have offered a $200 billion cut in the trade defic... Read more
Our prediction has always been that the Chinese economy is solid, until the day when suddenly it’s not. What could shift the status quo? The three most likely factors are property, debt and... Read more
