Browsing: China

Posts Tagged ‘ China ’

Asset Management in China: Expect Growth

Jul 8th, 2018 | Filed under: Consultants, Newly Added, Institutional Investing, What about beta?, High-net-worth investors, Asset Allocation Models, Institutional Asset Management, Finance & Economics

A new study by Casey Quirk looks at asset management in China. It makes a bold claim: that by 2030, asset management strategies broadly defined will account for 10% of total Chinese wealth. That will be a more than doubling of the corresponding number at present: 4%. If China getsRead More


Credit Derivatives in China: A 2014 Presentation Recalled

May 19th, 2016 | Filed under: Newly Added, Risk management, Risk Management Strategies & Processes

The People’s Bank of China launched two seemingly important products in 2010: the Credit Risk Mitigation Agreement and the Credit Risk Mitigation Warrant. I refer to them as “seemingly” important because they addressed a large issue in a vast economy, and did so in what seemed to many a commendablyRead More


New Route for China’s Investors to the Rest of World

Oct 6th, 2015 | Filed under: The Global Economy & Currencies

China has a classic central-planners’ economy, and planners hate to lose control. As a logical consequence, the central authorities have only very slowly loosened their grip either on money coming in from outside or on money going out from inside. Still .... Read More


Another Southeast Asia Currency Crisis

Aug 17th, 2015 | Filed under: Currencies, Forex, Emerging markets

China's moves in recent days seem likely to set off a new Southeast Asia currency crisis, which will look a lot like the old Southeast Asia currency crisis. This was clear even on August 11th, when traders in the rest of the world were apparently working on the premise that China's move that day was a one-off. Read More


Alpha Hunter Louis-Vincent Gave on Opportunities in China

Mar 1st, 2012 | Filed under: Alpha Hunters, Alpha Strategies

"We're seeing a cycle where China is now a leader, and experiences the biggest rates of marginal growth in the world. That is already a game-changer which has had a disproportionate impact on emerging markets than developed ones."--Louis-Vincent GaveRead More