Our Market Views
  • Market Insights of Equities
    04-2014
    The Chinese economy is slowing, foreign trade data have weakened, the latest trends point more toward deflation than inflation, and there have been several recent squeezes in short-term bank funding markets. Concerns about Chinese debt have hit the headlines but the prospects of a systematic threat seem to be overplayed.
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  • Market Insights of Fixed income
    04-2014
    March has not seen anything remarkable in macro environment. Manufacturing PMI increased slightly to 50.3% (Feb 50.2%), but was at historical low for March and even weaker than seasonal effect.
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