Thursday, July 28, 2016

Radio Show: The Fed, the BoJ and PBoC

Investment implications of the newest moves by the Fed and BoJ; why China's shadow banks are less risky than the lenders to SOEs. FED The Fed ... Read More >>

Monday, July 27, 2015

China: Mystery mayhem

Nobody convincingly can explain today's market plunge. Perhaps margin calls lurking in the jungles of shadow banking? Government to blame.&nbs... Read More >>

Friday, July 11, 2014

Money Market Funds: Caveat emptor

 The theory. We all know what money market funds (MMFs) are supposed to be made of: conservatively-invested cash. The reality. But th... Read More >>

Wednesday, May 28, 2014

Today's CCTV Interview: Why short Chinese and Hong Kong Banks?

1) How stable are Hong Kong's local banks given their extensive exposure to Mainland banks and its slowing economy? a. Concerning their domestic e... Read More >>

Monday, May 05, 2014

Why China must ease soon: shadow loans eclipsed by dark pools

Slowdown fomenting unrest.  Just last week we posted a blog(see item 2, "China slowdown, credit risks" on how China's economic slowd... Read More >>