The latest economic data out of China clearly suggests that the overall economic growth rate has most likely peaked, and the economy is now going through a transition period, in other words, a shift in gear. And this transition period needs to be managed well through policy changes and other measures. The policy makers will […]

The markets are once again busy with chatter about Emerging Market ( EM ) and the sound of CHOAS seems to be re-emerging and many in the market are starting to wonder, what’s next ? A number of analysts have gone on record suggesting in their daily market commentary that emerging markets could now be […]

The issue of the shadow banking system in China has put the country on the hot seat and there has been no shortage of opinions coming from various segments of the financial market including of the ratings agencies. The negative perception around the system has grown tremendously and rightly so and some in the market […]