Practical analysis for investment professionals


Navigating a China Dip

Visiting Hong Kong for the first time in two decades, Mark Harrison, CFA, sees evidence of breakneck economic transformation everywhere. But what happens when the music stops?

Book Review: Gaining Currency

This work is effectively two books in one: (1) an account of the rise and internationalization of the renminbi and of its prospects for continued ascendancy over the near term and the medium term and (2) a concise description of the various vehicles for investing in Chinese assets.

The Renminbi: Don’t Bet on a Big Plunge

A devaluation of the RMB does not serve China's interests, writes Henry To, CFA. In fact, To believes the RMB will hold steady against the dollar for the rest of 2017, and he lists three reasons why.

24 Charts: Chaotic China

China expert Gordon Chang takes a deep dive into China's economic situation in this interview with Sloane Ortel.

China’s Dilemma: Stabilize Monetary Policy or the Renminbi?

Since 2016 began, the prospect of a major devaluation of China’s renminbi has been hanging over global markets like the Sword of Damocles. Although China's policymakers have worked hard to dispel worries, they have yet to persuade investors. Janet Zhang analyzes the causes of the depreciation, as well as the dilemma for China's policymakers.

Weekend Reads from China: The RMB in the SDR — What It Means for China

The renminbi (RMB)'s entry into the SDR is an important milestone for both China and the world. While it will enhance China's diplomatic prestige and benefit the economy, it also presents challenges for Chinese policymakers.

Weekend Reads for Global Investors: Is a Global Currency War Breaking Out?

China's yuan continues to make news this week as investors weigh the impact of a potential global currency war. Will the the US Federal Reserve still be able to raise rates? Will emerging market investors still have a fighting chance?

Investing in China May Just Get Easier

Investors frustrated about not getting access to local shares in China can now relax. Things are about to change for the better.

Take 15: Anthony Neoh on Fast-Tracking China’s Financial Reforms (Video)

Anthony Neoh, SC, former chief advisor to the China Securities Regulatory Commission and ex-chairman of the Hong Kong Securities and Futures Commission, discusses the progress and prospects of financial sector reforms and capital market liberalizations in China.

Take 15 Series: Driving Forces in Currency Markets and the Renminbi

Professor Avinash D. Persaud followed and traded the currency markets for many years at UBS, J.P. Morgan, and other institutions. He shares the insight he accumulated and discusses the real driving forces in currency markets over periods that matter to investors and corporations. The situation of the Renminbi in the context of his framework is also discussed.

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