Browsing Tag

Hong Kong

The Escalating New Cold War

The New Cold War I am going to have to get my hands on the new Pettis-Klein book that has come out recently. Here's how Yale University Press touts "Trade Wars are Class Wars": A provocative look at how today’s trade conflicts are caused by…

Watch the Hang Seng

We’ve posted many times on this blog about how the Hang Seng Index is one of our indicators species for global risk appetite. The index usually leads global markets on the downside and turns up before most.

The Shadow Banking Problem in China

In China, the persistence of inflation pressure has brought “shadow banking” into a topic of hot debate recently. According to a study issued by the People's Bank of China in 2010, non-banking sector lending has expanded to 63.3 trillion…

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