China’s Uncertainties Won’t Stop Renminbi’s Rise
Recent data releases and the transition to new political leadership have created some uncertainty about China’s short-term economic outlook. While positive growth surprises are unlikely in 2013, we still think nothing can stop the long-term appreciation of China’s currency, the renminbi (RMB).
read moreShadow Banking Darkens China Policy Outlook
Chinese government measures to cool the property market last week could be the start of a broader tightening campaign. The “shadow banking” industry might be next in line for action.
read moreNo Need to Fear China’s Housing Crackdown
Stuart Rae and John Lin New measures to cool China’s housing market have triggered fresh volatility and stock declines across Asia. But we think the latest government moves won’t derail the long-term drivers of Chinese real estate growth.
read moreEquities Set to Break Out of the Bear Trap
In the face of significant uncertainties, US and global equities rallied in 2012 and at the start of the New Year. We think there might be more to come as stocks break out of the bear trap.
read moreNew Leaders, Same Steady Hand on the Chinese Economic Tiller
The media spotlight is on China’s new president, Xi Jinping. But investors should be watching Li Keqiang, the new premier. It’s Mr Li who will be responsible for combating the country’s slowing economic growth and, with it, potentially the fate of the world’s economy.
read moreJapanese Carmakers Can Surmount Backlash from China Dispute
Takeo Aso and Atsushi Horikawa The territorial dispute between China and Japan is clouding the outlook for Japanese automakers. But we think that bilateral business pragmatism will eventually trump the current political tensions.
read moreDefying the Crowd on Chinese Stocks
Slowing economic growth, uncertainty about government policy and disappointing returns have made equity investors wary of China. In other words, it’s a perfect time to hunt for investment opportunities.
read more
Déjà vu With a Difference
in China’s Investment Drive
Infrastructure investment in China is an important indicator of demand and a key signal of Beijing’s ability to revive the economy. This week, a flurry of news suggested that the rebound in infrastructure investment is gathering momentum.
read moreFive Reasons Why We Think the Renminbi is Still a Buy
The renminbi (RMB) has strengthened significantly in recent years. We don’t think it will continue to appreciate at the same pace, and in the very short term we may see two-way volatility in the exchange rate. But we are still positive on the currency, especially in the medium term. Here are five reasons why.
read moreCould Asia Come to the Rescue in a Global Double Dip?
Expansionary policy in Asia helped lead the world out of its slump after the 2008 financial crisis. While the region doesn’t have as much room for manoeuvre as it did then, we think it has ample firepower to deploy if the global economy slides into recession again.
read moreArchives by Month:
- December 2012 (16)
- December 2011 (12)
- November 2012 (8)
- November 2011 (14)
- October 2012 (20)
- October 2011 (17)
- September 2012 (10)
- August 2012 (17)
- July 2012 (15)
- June 2012 (16)
- May 2013 (2)
- May 2012 (13)
- April 2013 (10)
- April 2012 (8)
- March 2013 (23)
- March 2012 (12)
- February 2013 (19)
- February 2012 (10)
- January 2013 (20)
- January 2012 (11)