Watchlist

Watchlist
Aberdeen Greater China Fund, Inc. (GCH)
Aberdeen Greater China Fund, Inc. (GCH)
Emerging In China: A Look At Liquidity, A-Shares, And Sector Trends
China's economic growth accelerated for the first time in seven years in 2017. As we look at what this could mean for 2018, several key themes are already coming into focus as areas to watch. Signs Of Improving Liquidity According to analysts, the implementation of targeted reserve require…
Is There A Multilateralism That The U.S. Could Like?
Among the first acts on trade by the new US administration was to withdraw from the Trans-Pacific Partnership multilateral trade pact. Trump's opposition to TPP was well known, but less appreciated by his critics is that the two leading Democrat candidates for the presidency in 2016 were als…
What The Petroyuan Is Not
In mainstream monetary convention, bank reserves are at the center of the monetary pyramid. They are the byproduct of any central bank policy which requires direct action. In the US system, they had been absent, however, until around 2008. The reason was the Federal Reserve's belief that it di…
Is China Deleveraging?
Probably the biggest question facing China and international investors is whether China is deleveraging. The Chinese debt and fixed income markets have changed to the point that people can see almost anything they want. You choose to see China is deleveraging or is still leveraging up, and y…
A Rough Sketch For Hong Kong, China, Maybe A Lot More
What we know about what's going on in Hong Kong is limited. That's a real shame because I have no doubt what has been transpiring is important for a lot more than Hong Kong and the short run. The connections are too obvious for it to run any other way. I've been asked several times to diagra…
EM Equities: Notes From The Road In China
By Stephen Deane Stephen Deane, Portfolio Manager on the Janus Henderson Global Emerging Market ((GEM)) Equities Team, recently visited China. Stephen shares his observations on the companies he met, as well the broader opportunities, risks and culture he experienced on the trip. There…
Termination Of China's 'One-Child' Policy... Much Ado About Next To Nothing
In late 2015, the Chinese government formally changed its 3+ decade "one-child" policy to allow married couples in China to have two children. The Chinese government and many pundits anticipated a subsequent "baby boom". This policy change came after the Chinese childbearing population (thos…
Trade Data Shows Strength In U.S., China Economies
If you went by the media's reports on the U.S. trade deficit, you might think that the U.S. economy was in a bad position because it imported a record amount more than it exported in December 2017. The U.S. trade deficit widened more than expected in December to its highest level since 20…
China's Aluminum Industry Looking For Outlets For Excess Metal
Original Post By Stuart Burns China is both the world's largest aluminum producer and consumer. So, not surprisingly, what happens in the Chinese market has a major impact on global aluminum prices. There was a time some years ago when China's primary aluminum market operated large…
A Country Picker's Market
It's a country picker's market. The most synchronized global economy in a decade comes with an unusual counterpart: the most unsynchronized global equity markets in over a decade. Country differentiation will become increasingly important as a mix of country-level risks and macro themes play…
Aberdeen Greater China Fund, Inc. (GCH)
Aberdeen Greater China Fund, Inc. (GCH)