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Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Macro Analysis / China

China: more loans point to a recovery, PBoC on hold

PBoC controls liquidity not to fuel asset markets Undiscounted bills grew aggressively to CNY218 billion in June from CNY83.6 billion in May, this implies tight liquidity conditions at the end of the half-year. This is because the Peo...
ING Think
ING Think 10 July 2020
Strategy Note / Global

Corruption: The ugly truth for EM and ESG investors

Does corruption bother you?I ask the professional institutional investor, not the woke consumer or spiritual guide, in you.We all say that of course it does but, in practice, is this or should this be the case?These questions are particularly relevan...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 July 2020
Macro Analysis / China

China: Covid-19 adds pressure to exports

Covid-19 creates hot and cold of the Chinese economy The Chinese economy shows domestically-driven growth, but an external demand drag. Domestically, the government has continued to promote more research and development on advanced te...
ING Think
ING Think 2 July 2020
Macro Analysis / Global

Destination - unclear

The day today South Korea has already released consumer price data for June which have come in a bit stronger than the consensus for no change, rising 0.2% on the previous month. That leaves the consumer price inflation rate at zero, w...
ING Think
ING Think 2 July 2020
Flash Report / China

China's new swine flu: Pandemic unlikely but it will boost food prices

The Chinese authorities' announcement that a new strain of flu with pandemic potential is passing through its massive population of pigs adds another layer of complexity to the response to Covid-19.The new virus is called G4 EA H1N1 and is similar to...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 1 July 2020