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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April 26, 2018
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...
March 28, 2018
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...
March 23, 2018
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...
February 6, 2018
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...
January 24, 2018
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...
December 29, 2017
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...
