Asia
Chinese Stocks: Does The Economic Outlook Warrant Optimism…
Household Deleveraging: A New Trend In China…
Dear Client, In lieu of our weekly report next week, I will be hosting two webcasts with my colleague Arthur Budaghyan, Chief Emerging Market Strategist: Time To Buy EM/China? June 23, 2022 9:00 AM EDT (2:00 PM BST, 3:00 PM CEST) and June 24, 2022 9:…
Executive Summary Autocracy Hurts Productivity
Autocracy Hurts Productivity…
Does China’s Credit Rebound Signal Stronger Private Sector Demand…
Chinese Trade Beats Expectations In May…
Executive Summary Natural Gas Markets Eerily Quiet
Natgas Markets: The Eye Of The Storm…
Executive Summary Singapore stocks are at risk as an impending contraction in global trade will hurt this very open economy and its markets. The country’s foreign reserves are already shrinking as the balance of payments has slid into deficit. The…
Executive Summary The Efficient Market Hypothesis (EMH) is flawed. This Holy Grail of financial economics assumes that investors are a homogenous bunch with identical investment horizons, when the reality is that investors have a wide spectrum of time…
China Infrastructure Investment Focus: Shifting From Traditional To New…