Articoli con tag : china

Oi Oi Oil

A cura di Walter Snyder, Swiss Financial Consulting Despite all the hyperbole concerning alternative sources of energy, oil still remains the most important commodity in the global economy. It is therefore of extreme importance that the flow of oil continue without interruption so that business goes ...

Tectonic Shift

A cura di Walter Snyder, Swiss Financial Consulting The last wsletter noted that the almighty US dollar has recently strengthened while the Chinese renminbi has weakened. The Forex market indicates what is going on with currencies daily but it is not exactly like a canary in a coal mine. Unfortunate ...

Tariffs and Trade Deficits

A cura di Walter Snyder, Swiss Financial Consulting The US trade deficit in February 2018 increased to US$ 57.6 billion according to the Commerce Department.  The US trade gap in 2017 was US$ 566 billion. Economic logic would entail a tail spin for the US dollar, which has not taken place thanks to ...

About Usd/Cny

A cura di Walter Snyder, Swiss Financial Consulting The opening of the Shanghai oil futures Exchange on 26th March 2018 has been commented on by various market observers. Some think that US dollar dominance in global finance will continue for a long time while others hail the beginning of the end of ...

China in the Red

A cura di Walter Snyder, Swiss Financial Consulting Long-term planning is typically Chinese, and the great increase in indebtedness in China is not an accident. Western commentators are quite right to note that debt has recently increased tremendously in the land under Beijing`s control, but they se ...

The Great Gold Price Scandal

A cura di Walter Snyder, Swiss Financial Consulting Manipulation of the gold price has been going on for decades, and no one has gone to prison or been fined. Banks that tried to fix the silver price were found out and fined, but the BIS, central banks and their accomplices have carried on their ill ...

Chi è Fullgoal Am, il primo asset manager cinese che opera in Italia

Siamo abituati a vederli svolgere molteplici professioni in Italia, ma non certo quelle in abito finanziario. Eppure in Italia a giugno del 2016 è sbarcata in sordina Fullgoal Asset Management, ai più un nome poco noto che però in Cina è il sesto player nel risparmio gestito per asset under mana ...

Chi è Fullgoal Am, il primo asset manager cinese che opera in Italia

Siamo abituati a vederli svolgere molteplici professioni in Italia, ma non certo quelle in ambito finanziario. Eppure in Italia a giugno del 2016 è sbarcata in sordina Fullgoal Asset Management, ai più un nome poco noto che però in Cina è il sesto player nel risparmio gestito per asset under man ...

US Dollar vs Renminbi

A cura di Walter Snyder, Swiss Financial Consulting This Newsletter has often mentioned the rise of the renminbi as an international currency and its potential to challenge the US dollar as the most important means of exchange globally. It seems that most analysts take notice of this but do not see ...

China and the Dollar

This Newsletter has maintained that the US dollar is overvalued and that investors would do well to move out of that currency. In the long run the national debt, which is currently 106% of GDP, and the balance of payments deficit, currently running at about 40 to 45 billion dollars a month, are unsu ...

Bank of China HK to increase its fintech services

As reported by the South China Morning Post, Bank of China HK has announced that it is looking to further develop its fintech services in Honk Kong. Today, Bank of China Hong Kong (BOCHK) revealed its projects to expand its fintech services and platforms. Its aim is to attract and satisfy millenials ...

Business opportunities still abound in “new normal” China

A cura di Marzio Perrelli, CEO & Head of Global Banking and Markets – Italy, Hsbc Bank After decades of supercharged growth, China’s economy is now growing at a more moderate pace. But given its sheer size, even less-than-rapid growth generates plenty of opportunities for Italian busines ...

Deflation and debt

di Walter Snyder, Swiss Financial Consulting There seems to be an agreement that central banks should aim to have an annual inflation rate of 2%. In the USA and Europe as well as Japan the inflation rate has stubbornly remained under this level. With the fall in commodity prices, especially that of ...

Capitalism vs. Communism

di Walter Snyder, Swiss Financial Consulting The US and EU are highly regulated examples of capitalism at work while China is a communist country that is committed to entering the global economy, which entails deregulation of the old system. There is, therefore, on the one hand, a tendency to regula ...

Developed or Developing

di Walter Snyder, Swiss Financial Consulting Several indices draw a distinction between developed and developing countries even though it is not always clear on what basis this distinction is made. The difference is important because asset managers often base allocation on indices. One aspect of the ...

Emerging Markets spread carry continues

A cura di Luc d’Hooge, analista di Vontobel In our previous fixed income Note-it we outlined our view that the fundamental deterioration in China is not as bad as the price action and the news flow suggests. In fact, as spreads are trading above 400 basis points at the wide end of the range of ...

Tai Fun in the Year of the Sheep

di Walter Snyder, Swiss Financial Consulting On 26th May 2015 FTSE announced that it was preparing for the inclusion of China A Shares in EM indices. On 9th June 2015 MSCI will decide whether to include China A shares. From 1st July 2015 mainland and Hong Kong investors will be able to buy mutual fu ...

Gold Price Manipulation and Reserve Currencies

Zerohedge referred to the BIS (Bank for International Settlements) in connection with manipulation of the gold price, and a sale order for gold futures of $560 million brought the price down about $20.00. The obvious inference is that the BIS does not want the gold price to increase, and the immedia ...