This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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30 Mar 10
India - Chasing The Curve
#China#Central Banks#Strategy Archive#Economy#Inflation#Exchange Rates#Asset Prices#Capital Flows#India#Reserve Bank of India (RBI)#Private Sector Borrowing
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
29 Mar 10
China - Will The Renminbi Rise
#Finance#China#Strategy Archive#Consumption#Economic Rebalancing#Exports#Government Policies#Domestic Demand#Renminbi (RMB)#Fixed Investment#Credit Tightening#Hard Landing#Currency Revaluation.
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
11 Feb 10
Commodities - China's Spending Spree Is Over
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
27 Jan 10
Asia - Getting Tighter
#Asia#China#Monetary Policy#Strategy Archive#Equities#Growth#Inflation#Interest Rates#Tightening#Rates#Thailand#India#Vietnam#Philippines#Bank Assets
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
13 Jan 10
China - Pricking The Bubble
#Finance#China#Monetary Policy#Central Banks#Strategy Archive#Credit#Inflation#Banking System#People's Bank of China (PBoC)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
17 Nov 09
China - Bubble Bubble Toilet Trouble
#China#Markets#Strategy Archive#Economy#Credit#Government#Hong Kong#Real Estate#Bubbles#Property#Regulation
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
01 Oct 09
US - Dollar Dilemma
#Asia#China#Russia#Strategy Archive#Economy#United States#Trade Balance#Reserves#Foreign Exchange Market
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
12 Aug 09
China - Wonton China
#China#Monetary Policy#Strategy Archive#Economy#Fiscal Policy#Growth#Government Spending#Exports#Property Market#Resource Allocation#Renminbi#Central Bank Policy#Equity Bubble#Domestic Sales
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
27 May 09
Doomsday For The US Dollar
#China#Strategy Archive#Gold#US Dollar#Norwegian Krone#Dollar Reserves#Fiscal Deficits#Monetization of Debt#Safe Haven Status#Export-Surplus Economies#Foreign Exchange Markets
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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