Important Information for Visitors

Privacy Policy    Disclaimer   Contact Us

Home

© Copyright 2016 Topdown Charts Limited

Weekly Macro Themes - 20 January 2017

January 20, 2017

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes.

 

This week is a pre-Chinese New Year special edition focused on China.

 

1. Q4/December data: An update on the state of China's economy with the key charts showing the important trends and standouts investors need to know, and the extent and impact of stimulus efforts. 

 

2. Property Prices: An analysis of property price trends, inflation, and monetary policy with some conclusions around the risk outlook and the must-watch charts to detect systemic risks early.

 

3. The Renminbi: A logical flow on i.e. how monetary policy impacts the currency, and in turn FX reserves and the surprising impact on the US bond market.

 

4. International Trade: How the currency and global economic environment will impact on the outlook for Chinese exports, along with the OBOR (One Belt One Road) program.

 

5.A. China A-Shares: A look at valuation, margin debt, earnings revisions, and an interesting leading indicator that's pointing to potential big league upside in earnings.

 

5.B. MSCI China Index: This time for non-domestic Chinese stocks, a look at valuation, the impact of China's fiscal policy, economic policy uncertainty, and ETF flows. 

 


To request a copy, subscribe, or receive a free trial, please fill in the form here:  http://institutional.topdowncharts.com/services

 

 

Follow us on:

LinkedIn https://www.linkedin.com/company/topdown-charts

Twitter http://www.twitter.com/topdowncharts

 

 

Please reload

Follow us for updates:
  • Twitter Social Icon
  • LinkedIn Social Icon
Subscribe:

Top 5 Charts Of The Week

Institutional Reports

-Weekly Macro Themes

-Global Cross Asset Monitor

-Monthly Chartbook

access our exclusive research for deeper insights:

 

>>  Become a Client  <<

Search By Tags
Archive
Please reload

Important Notice

We offer exclusive insights for institutional clients with our suite of multi-asset investment research reports, personalized service, & global perspective.

Take a trial today...

Become a Client