Asia’s Market Rally Will Continue
Asia’s equity markets have had their best start to the year since 2009, rising almost 30 percent so far this…
Optimism Increases On China
Regulatory Clarity Raises Hope From insurers to investment managers, investors are increasingly optimistic about China, mainly driven by more settled…
A Closer Look At China’s Reserves
China’s FX reserves data for June, released on July 7th, clearly suggest that capital outflows may be picking up. Adjusting…
China’s Downgrade Reflects Its Fundamentals
This week, global ratings agency Moody’s downgraded China’s sovereign rating to A1 from Aa3, citing expectations of financial conditions eroding…
Part II: China’s Economic Transition Continues
China: Remaining Mindful Of The Need For Stability While we (Janus Capital) believe the economic transition is in its early…
China’s Growing Pains Persist
A Growth Engine Slows Since the 2008 global financial crisis, China’s commitment to delivering both monetary and fiscal stimulus in…
China Real Estate: Are Tougher Times Ahead?
A significant segment of China’s property market could dampen in the second half of 2016 as sentiment among developers shows signs…
Private Equity Still Attracted To Emerging Markets
Globally, private equity (PE) firms are readying to deploy capital into the global oil and gas sectors, with 25 percent…
The Hong Kong Dollar: Asia’s Premier Currency
The currency speculators are restless again. Many of them, including George Soros and Kyle Bass, are reportedly taking aim at…
