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China’s International Renminbi Is Coming – Is Wall Street Ready?
China’s International Renminbi Is Coming – Is Wall Street Ready? By Dan Steinbock On October 1, the Chinese renminbi officially joins becomes the fifth international reserve currency. Until recently,...
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Mark Mobius: Progress And Improving Sentiment In China
Progress And Improving Sentiment In China by Mark Mobius At the start of the year, sentiment in China’s equity market was poor at best, but the worst fears of many investors about its economy haven’t...
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China’s Strictest Capital Controls Yet Cannot Stop Outflows: Morgan Stanley
In a bid to curb outflows and better manage its currency, China plans to impose its strictest capital controls yet since it began regulating in September 2015. Among other things, it proposes to...
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The Negative Side Of Higher Yields – Horseman Capital
30 Year Treasury Yields started the year at 3%, before falling to a low of 2.1%. They have risen since then, and have had a rapid rise since the election of Donald Trump. Higher Yields The problem with...
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Is The Renminbi A Safe Haven?
Is The Renminbi A Safe Haven? Rasmus Fatum University of Alberta – Department of Marketing, Business Economics & Law Yohei Yamamoto Hitotsubashi University Guozhong Zhu University of Alberta –...
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Metals, Crude, Unfazed by Presidents and Chinese Economy
Is it just us, or is everyone talking politics these days amidst the US conventions and upcoming election. While data journalists will tell you that it’s all relative when debating whether the economy...
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Chris MacIntosh Talks With Worth Wray (Global Macro Strategist) – Part Deux
Chris MacIntosh Talks With Worth Wray (Global Macro Strategist) – Part Deux A great deal of human behavior is unmistakably genetic. Usain Bolt is clearly genetically disposed to outrunning drowsy...
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GMO – The Reserve: The Dollar, The Renminbi, And Status Of Reserve
The Reserve: The Dollar, The Renminbi, And Status Of Reserve by Amar Reganti, GMO Part I – The Dollar Ascendant When I was in elementary school, my family made regular trips to my parents’ birthplace...
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China’s International Renminbi Is Coming – Is Wall Street Ready?
China’s International Renminbi Is Coming – Is Wall Street Ready? By Dan Steinbock On October 1, the Chinese renminbi officially joins becomes the fifth international reserve currency. Until recently,...
View ArticleMark Mobius: Progress And Improving Sentiment In China
Progress And Improving Sentiment In China by Mark Mobius At the start of the year, sentiment in China’s equity market was poor at best, but the worst fears of many investors about its economy haven’t...
View ArticleClik here to view.
The Negative Side Of Higher Yields – Horseman Capital
30 Year Treasury Yields started the year at 3%, before falling to a low of 2.1%. They have risen since then, and have had a rapid rise since the election of Donald Trump. Higher Yields The problem with...
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ChartBrief 91 – Surprising Surge In Chinese Exports Will Prolong The Rebound
The world’s second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the economic data pay-dirt. The first indication is in the sub-indexes of...
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Matthews Asia May 2016 Country Updates: China, India, Japan, Korea &...
Matthews Asia May 2016 Country Updates: China, India, Japan, Korea & Southeast Asia China/Hong Kong In May, the MSCI China Index returned -0.61%. Hong Kong’s Hang Seng Index returned -0.50% in...
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Here’s Why China “Hard-Landing” Worries Are Overblown
Here’s Why China “Hard-Landing” Worries Are Overblown by Mauldin Economics Although a number of well-known hedge fund managers such as Kyle Bass and George Soros have publicly stated they believe some...
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