OBOR News and Press, KraneShares MSCI One Belt One Road Index From 01/23/20

The most interesting thing happening at the moment is the Chinese coronavirus that has sent the Chinese markets down 5% already this week and our 5% Rule™ says a weak bounce is 1% and a strong bounce would be 2% - so we'll see if the weak bounce fails tonight and, if so, we may be hea...

Original Post By Stuart Burns 2020 will - economically, anyway - be shaped in no small part by what happens in China. The world's second-largest economy has been on a slide in terms of GDP growth for years now. The 18-month trade war with the U.S. has contributed to that decline an...

Since Donald Trump took office in the US, much has changed in terms of the Western view of China. China used to be considered a necessary outpost for Western multinationals, a country to tap for its cheap labor and lax environmental conditions, but now China is more powerful, moving int...

A week ago, when last we "spoke," I talked at length about what I called "the tragicomedy of great expectations." The gist of the discussion was that for all the talk of the US economy "decelerating," things were actually going along fairly well until ISM manufacturing dipped into contrac...

Note: This is based on an article written for the 16th Singapore International Reinsurance Conference. The day I was writing this article, an earthquake measuring 5.8 magnitude shook Istanbul, causing panic amongst residents, evacuation of schools and public offices. It also led to t...

Key economic data continues to indicate that China is still slowing. In the video above, Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale dissect recent credit growth data in China and why the country remains short of U.S. dollars. The reason credit grow...

What is a growth rate that China can live with? And afford? Chinese growth rates have steadily fallen since the debt-fueled bonanza that marked the government’s navigation of the 2007-2008 downturn. On the surface, the Chinese economy appeared to substantively avoid the crisis that ac...

BASED ON THE ORIGINAL PUBLICATION IN BERMUDA:RE+ILS In September a 5.8 magnitude earthquake shook Istanbul, triggering the evacuation of schools and public buildings and damaging buildings. The same week, a 5.8 magnitude event killed 38 people and caused massive damage to infrastructure an...

China's economic growth hit 6% in Q3 , the slowest growth in at least 26 years, amid broad declines that seemed to presage the need for more intervention to arrest the declines. More news on: iShares China Large-Cap ETF, KraneShares CSI China Internet ETF, Deutsche X-trackers Harvest CSI ...

Changes in various monetary aggregates are often the earliest leading indicator that monetary policy (tightening or easing) is flowing through the economy. This is a concept that we detailed in a note earlier this week. As central banks ease monetary policy and lower interest rates...