China

We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….

We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….

The outline of the 14th Five-Year Plan (FYP), as well as longer range policy targets leading up to 2035 were announced….

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…

It is easy to be positive on China’s economy, its policies, and the near-term outlook of its equities…

Despite the escalation in tensions between the US and China this summer and the hawkish soundbites coming from…

The rhetoric that has emerged subsequent to the Trump/Xi meeting in Osaka indicated…

We believe China has entered a phase of declining trend growth, which is neither…

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…