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Making Sense of China’s Regulatory Deleveraging and Shifting Regional Alliances

May 8, 2017

The biggest economic news of the week involves China’s ongoing regulatory deleveraging campaign. On the chopping block? Brokerage asset pools.

On the political front, it is becoming difficult to keep track of the shifting regional alliances. Noteworthy maneuverings include Japan’s campaign to re-militarize, North Korean provocations toward China, warming China/Philippine relations, and coordinated US/Russian containment efforts.

More detail on the aforementioned topics can be found in the attached note.
 

Topics Covered: Deleveraging, Southeast Asia, PMI, Overseas Acquisitions, Asian Infrastructure Investment Bank

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The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles.