Custom Macroeconomic Research

For global macro traders, or funds looking at currency values, we conduct local analysis to understand the dynamics of the Chinese economy through carefully designed custom research. This includes:

1) Shadow Banking. Where is the money flowing outside of formal bank channels?
2) Currency flows. Capital flight is a significant issue in China. How is money escaping the country? Service payments? False trade invoicing?
3) Bank loans. Western banks have an estimated $1 trillion exposure to the Chinese economy. How safe are these loans?