China
Is the term “emerging markets” still fit for purpose?
Are labels such as EM & BRIC helpful to investors as they think about markets segments and search for investment opportunities?
Read MoreChina Insights – Policy Banks
Our series of ESLJ China Insights aims to shed some light on the complexities of the Chinese local bond market, its structure and main players and …
Read MoreChina Insights – Market structure
Our series of ESLJ China Insights aims to shed some light on the complexities of the Chinese local bond market, its structure and main players and …
Read MoreE-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…
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