Asia
China
Global
Macro
Report
South Korea
United States

US protectionism: Fears overblown

The US-China trade war is set to escalate. In a follow up to the decision to impose tariffs on Chinese imports, the US...
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Asia
Macro
Report

Sri Lanka: At 70

Of the Asian frontier markets, Sri Lanka is the country with the most violent recent past. The end of the civil war in...
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China
EU
Japan
United Kingdom
United States

China: Deleveraging Delusions

The Chinese government takeover of Anbang Insurance rekindled gross misunderstandings regarding deleveraging in China. The media fired off proclamations regarding “confirmation about China’s determination to rein...
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Asia
China
Macro
Report

China Myths: Dispelling The Bear

We are constantly warned that the Chinese debt build up constitutes a risk to the global system. How much truth is there to...
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Asia
China
Japan
Macro
Malaysia
Report
Vietnam

Profits, Investment and Lending Rates

Where did last year’s surprise global recovery come from and, more importantly, how long will it last? It came from where it always...
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Asia
China
Macro
Report
Uncategorized

The Jinping Plan: East Wind-win, West Wind-lose

Beijing has spotted a once-in-a-lifetime opportunity to increase its economic and political footprint in the extended Eurasia space and that is precisely what...
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China
India
Macro
Report
Technical Analysis

The Two Big Asian Economies

May I first take this opportunity to wish you and your family a very Merry Christmas and a Happy New Year (when it...
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