China
China Is Using Hong Kong To Manage The RMB…
China’s economy is weakening across the board as global risk-off hits equities. With housing conditions worsening and exports contracting—a perfect storm—Beijing faces mounting pressure to deliver stronger, housing-focused stimulus.
China’s Housing Blues: What’s Next…
This report revisits China’s property market through both cyclical and structural lenses, assesses the likely policy responses, and evaluates their investment implications.
China: Incrementalism Hits Its Limit…
China: Weak Credit Growth Underscores Limited Private Demand…
Should investors chase the copper rally or use the latest bout of strength as an opportunity to sell?
We warn that weakening Chinese demand and shrinking global manufacturing will weigh on the metal’s price over a cyclical timeframe.
Don’t Bet On A Rebound Of Chinese Inflation…
China’s 15th Five-Year Plan: Beyond Policy Promises…