Category Archives: Commentary

Financial Times: China’s shadow finance time-bomb could trigger crisis

Rising middle class would face harsh lesson if WMPs market collapses beyondbrics © AP Share on Twitter (opens new window) Share on Facebook (opens new window) Share on LinkedIn (opens new window) 1 Save YESTERDAY by: Andrew Collier, Orient Capital Research In the past decade, shadow banking has taught China great lessons about capitalism. That […]

Bad Economic Benchmarks in China

Bad Economic Benchmarks in China Why Shadow Flows are a Better Indication of the Economy’s Strength than Official Data Summary A fund manager recently told me he relies on three sets of data to monitor the strength of the Chinese economy: Interbank interest rates. The value of the yuan. The rise or decline of China’s […]

Radio Hong Kong: Cathay Pacific, Bitcoin, and Shadow Banking

Connie Bolland, founder and chief economist at Economic Research Analysis comments on Bitcoin surging to a new record high and says people’s increasing mistrust of central banks contributes to Bitcoin’s rise. Andrew Collier, managing director of Orient Capital Research says competitive Chinese airlines and banks shrinking travel budget make it difficult for Cathay Pacific to […]

Bloomberg Radio: Trump and Xi Got Credit for Showing Up

April 10, 2017 — 11:11 AM HKT Andrew Kemp Collier, Managing Director, Orient Capital Research joined Juliette Saly and Doug Kirzner to discuss the impact of geopolitical concerns such as the Syrian air strikes and the move of American warships to waters near North Korea. He also spoke on trade ties between the U.S. and […]

False Dawn in China’s Economy

False Dawn in China’s Economy Analysts Jump too Quickly on News out of the National People’s Congress The economic news out of China recently has drawn glowingChina’s industrial output in January and February rose 6.3 per cent compared with the same period a year ago and fixed-asset investment strengthened to 8.9 per cent in the […]

RTHK Radio: Fed Rate Rise and China

Fed fund rates The US Federal Reserve Bank in a widely expected decision, has raised interest rates by 25bps. But its projections for further rates increases, economic growth and inflation were lower than expected. US treasury bond yields and the US dollar have tumbled and there has been a big reaction in emerging markets. On […]