China
E-CNY
The Chinese RMB is going digital. Beijing has begun to experiment, in a limited trial in four cities, with the use of e-CNY.
Read MoreChina defaults – positive signs and a warning to the world
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….
Read MoreCNY > USD > EUR
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….
Read MoreChina’s 14th Five Year Plan
The outline of the 14th Five-Year Plan (FYP), as well as longer range policy targets leading up to 2035 were announced….
Read MoreEquity rally drove the risk sentiment for the bond market, endorsed by the PBOC
The Chinese A share rallied more than 10% in July, and the negative correlation between the A share and the onshore bond market was especially…
Read MoreChinese equities
It is easy to be positive on China’s economy, its policies, and the near-term outlook of its equities…
Read MoreTrade dispute: a multi-step resolution
Despite the escalation in tensions between the US and China this summer and the hawkish soundbites coming from…
Read MoreChina’s slowdown will continue, despite trade truce with US
The rhetoric that has emerged subsequent to the Trump/Xi meeting in Osaka indicated…
Read MoreChina’s Decelerating Potential Growth and Theseus’ Ship
We believe China has entered a phase of declining trend growth, which is neither…
Read MoreChina’s Prospective Import Binge and Globalisation 2.0
This summary article is an extension of one of the points we made in a previous note on the idea that the Sino-US trade spat will likely…
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