PBOC

Mathan Somasundaram

Aussie market started positive with global sentiment and continued up to finish very strong. Pretty much everything is going up…currency, commodities, European markets, US markets, Asian markets…even Shanghai Composite is up for now. Super Mario is talking tonight and that should give more clarity into ECB outlook while BOJ still... Show More

Investorlink Group

Proposed regulations to severely limit online payments in China could shake up one of the country's most innovative and valuable markets, experts warned this week. If implemented, it would impose caps on the value of online transactions of as little as 1,000 yuan (US$157). http://www.scmp.com/tech/e-commerce/article/1854684/chinas-booming-e-commerce-market-faces-challenges-regulators-seek. Show More

Mathan Somasundaram

Aussie market started flat and trended down before getting hit by domestic growth scare with current account deficit blowing out and global growth scare with China PMI falling again. China continues to support their equity market while putting restriction on speculation trading on Yuan. The market remains spooked with Chinese... Show More

Livewire News

“Our EM strategists have expected for some time that the Chinese RMB would depreciate around 7-8% this year, while our China-focused strategists have argued that any depreciation would be more benign, because Chinese policymakers have a strong interest in maintaining a stable exchange rate and to avoid being labelled a... Show More

Livewire News

China’s foreign exchange reserves have dropped for four straight quarters, leading to a fresh round of warnings about capital outflows. Bearish China analysts will view capital outflows as a sign of waning confidence warning that they will drain liquidity from the domestic economy, making it harder for companies and local... Show More

James Marlay

A few weeks ago one of our regular readers asked if we could put together a video session covering some questions being raised about the changing dynamics in China. Both Kevin Bertoli from PM Capital and Tim Cheung from Morphic Global Asset Management invest in companies that are either listed... Show More

Saxo Capital Markets Australia

In China the equity markets continue their unprecedented rally, as the Shanghai Composite pushes toward 4500 points. In just eight months the index is up 102%. Share turnover is also hitting records with some $250 billion per day when combining the Shanghai and Shenzhen exchanges. This sudden rally has also... Show More