Hints and tips:
...Production, Wei-Li Wang at Hudson Hill. Shot in The Hamptons, NY. Special thanks to Blanc and Home Agency...
...Here’s SocGen’s Wei Yao, with our emphasis: Both lending rates and deposit rates have been fully liberalised, the PBoC has officially given up all its existing policy rates....
...As SocGen’s Wei Yao says (with our emphasis): The PBoC has not offered any headline easing measure since the RRR and interest rate cuts on 25 August, but banks are doing its bidding....
...Here are Moody’s analysts Constantinos Tavlas, Andrew Jacobs and David Kurnov: Most of the countries follow the same pattern of increasing tranche losses as interest rates rise....
...Anyway, Standard Chartered’s Wei Li and Stephen Green think they’ve spotted it: This is not just an academic question....
...Here’s what Standard Chartered analysts Li Wei and Stephen Green say: . . . there has been super-strong growth in the monetary base for six months now (with no signs of a slowdown), and the labour market...
...Here’s an (Oct. 8th) idea from Standard Chartered analyst Feng Zhi Wei: Government-linked companies have been the most aggressive buyers at land auctions, underpinned by strong liquidity from contracted...
...And just to provide a bit of counter-analysis — Standard Chartered analyst Feng Zhi Wei is out with a research note on the same subject on Friday....
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