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Date Joined Nov 2004
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Posted 5/4/2009 6:10 PM (GMT +8)

Please see our latest Five Corners, in which Anatole considers why Europeans are more bearish than American investors, Charles examines a strange disconnect between BAA bond yields and 30-year mortgages, and Louis looks at the ramifications of a thaw in China-Taiwan relationships. Staying on the China theme, Louis explains why he believe the "next bubble" will be in China real estate, while Arthur and Gavin dissect the sectoral distribution of the phenomenally large number of new loans that Chinese banks issued in the first quarter.

China's ability to rapidly expand loan growth is in contrast to the limits India faces at the moment, an issue Stephanie examines. Meanwhile, Lucy looks at why the Hong Kong Dollar has been pushing to the strong side of its peg since the Lehman collapse, and the implications for HK credit conditions. Finally, we have a book review on "The Big Rich" by Bryan Burrough.

This is the link of the published research.

Five Corners - Vol. 10, Issue 9

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