How are Asian exports faring lately?
This paper provides an update on the Asian trade environment.
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What are the implications of China’s removal of QFII and RQFII quotas?
This paper, written by Marcella Chow and Chaoping Zhu, discusses the removal of QFII and RQFII quotas as part of China’s ongoing financial reform.
PBoC to push financial market opening with a concrete timetable
This paper, written by Marcella Chow, analyzes the recent financial market opening measures announced by Governor Yi and how they impact our view on Chinese equities.
What is behind the recent China slowdown?
This paper, written by Marcella Chow, Chaoping Zhu and Hannah Anderson, analyses the key factors that led the moderate economic slowdown in China and its investment implications.
Domestic demand: Silver lining amid the cloudy Asian trade outlook
Domestic demand: Silver lining amid the cloudy Asian trade outlook