The China-India Monthly was launched in 2010 to offer Western investors a deeper understanding of the world’s two largest emerging economies and to offer investors in Asia-Pacific a global macro perspective on these two economies

Report frequency: Monthly (average 12 reports per year)

Recent publications:

  • 13th September 2016: "China's (Tier 1) Housing Bubble"
  • 7th July 2016: "China's Financial System: TBRs, DAMPs & the Parallels to 2007"
  • 12th May 2016: "Skeletons in the Earnings Reports"
  • 26th February 2016: "China - More on the Construction Boom"
  • 4th December 2015: "Chinese Indebtedness: It's not just the LGFVs"
  • 29th October 2015: "Update on Chinese Equities"
  • 17th July 2015: "Chinese Equities - Bubble Bursting or Pullback in a Bull Market?"
  • 30th April 2015: "Chinese Equities - Bull Market or Speculative Bubble?"
  • 20th April 2015: "Chinese consumption: The New Growth Driver?"