Emerging Market Liquidity Update: China’s Unconventional Policy Tools

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Emerging Market Liquidity Update: China's Unconventional Policy Tools

 

·         All Emerging Market crises are first-and-foremost currency crises, but most Emerging Market booms are, these days, made in China

 

·        There is a near-perfect straight line between increases in the pace of Chinese shadow bank lending and World commodity prices

 

 

 

See our latest published research, Emerging Markets Latest GLI™ – December 2020

 

For further information, or to change user options, please contact us at crossbordercapital@liquidity.com 

 

 

    
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