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Spain vs. Germany: Fiscal Position
Spain is now in a better fiscal trajectory than Germany is. That would be surprising to…
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Euro-denominated bonds and acquisition funding
Euro-denominated bonds are now accounting for a larger share of acquisition funding than at historic levels.…
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Hedge Funds Leverage
The data suggest hedge funds are increasingly using balance sheets to support returns. Reliance on short-term,…
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Beijing Guanghe Qiancheng
Media reports indicate that Beijing Guanghe Qiancheng has been formally established with registered capital of RMB…
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China’s CAPEX
China’s CAPEX cuts are consistent with firms facing severe overcapacity, especially in manufacturing and upstream sectors,…
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Copper hits fresh highs
Copper hits fresh highs after FED deliver 25bp. cut yesterday. Lower interest rate generally leads to…
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Yellen’s “Thank you note”: China’s Trade and US Manufacturing
I plotted China’s balance of trade against Industrial Production: Manufacturing index in the US and found that…
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Vanguard 2026 Outlook
Vanguard published a 2026 outlook report today and outlined their analysis of AI impact on labour…
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The divergence between long and short rates in the US
As the FED is expected to deliver a rate cut today, the divergence between long and…
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China’s Investment Indicators
All key investment indicators in China have been experiencing a declining growth trend over the past…
Independent research and commentary for informational purposes only. Not investment advice.
New World Investment Research 