paid China • 3 min read China: A Deflating Dragon Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
paid Geopolitics • 3 min read Geopolitical Hot Spots With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
paid China • 3 min read Larry & Ray’s Not-So Excellent Adventure in China is Over Both Blackrock's Larry Fink and Bridgewater's Ray Dalio have been notable and vocal China bulls for…
paid China • 2 min read Will China's Two Bazookas Shoot Silver Bullets? Over the past several days, China has unleashed several fiscal and monetary stimulus measures. China investor Jason Hu called these…
paid Market Call • 3 min read Market Call: October Is Here. What Could Possibly Go Wrong? We asked the very same question at the start of September, and were hard pressed to come up with an…
paid China • 3 min read Global Monetary Fire Hose To The Rescue! Chinese stocks rose 4.1% overnight thanks to the flurry of easing measures from its central bank (chart). The Peoples…
paid China • 2 min read China Is The Source Of The Deflation Trade Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
paid M-PMI • 3 min read Looking For Black Swans In September September has just started, and it is already living up to its reputation of being the toughest month of the…
public China • 2 min read Bonus Content: China In 10 Charts (1) Chinese consumers are depressed. (2) Home prices are falling in China. (3) Chinese stock prices are on downward trends…
public China • 2 min read China Dragon's Breath Is Less Fiery China's economy is faltering. July data suggest the government will have to provide more stimulus to meet its…
paid China • 3 min read Panda In A China Shop China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations…
paid China • 2 min read Recession With Chinese Characteristics China’s May economic indicators were broadly negative, as evidenced by the recent weakness in Chinese stock prices as well…