Predictable Surprises
The way we see it is quite simple. With every investor and every company in the world seeking exposure to China and betting...
June 30, 2011
Debauch the Currency
Lord John Maynard Keynes once warned that, “The best way to destroy the capitalist system is to debauch the currency.” It would appear...
March 1, 2010
Me Still Love You Yuan Time
China recently raised the Reserve Requirement Ratio by 50 bps to 16.5% for its domestic banks. This is the second hike in the...
February 15, 2010
Me Love You Yuan Time
In a recent Investment Outlook, Bill Gross suggested that China may abandon its dollar peg within six months’ time. While we are not...
December 7, 2009