Stay Ahead of the Curve

Our forecasting record is unparalleled in the China watching industry.

“a counterintuitive interpretation to go with their contrarian data.”

The Wall Street Journal

How We Protected Clients From the 2016 Global Market Panic

In January 2016, a panic that first erupted in China wiped away $8 trillion of value from global markets. But our clients were well prepared weeks ahead of time, and able to position themselves safely. How did early, reliable private China economic data safeguard their portfolios?

“China’s economy was plagued by pervasive weakness in Q4, results from a private survey of Chinese firms showed, raising questions about the veracity of stronger than expected official activity data released this month.”

Reuters

Our Clients Did Not Panic During the 2015 Global Markets Meltdown

China’s “Black Monday”—which ignited a global sell-off costing investors trillions of dollars—was the result of this decade’s single greatest China market misread. But rather than contagion, our clients saw a rare opportunity.

“While China’s economy in Q3 was moderately weaker… it was hardly the ‘game-changer’ that prompted global markets to fall sharply, according to [China Beige Book].”

The Wall street Journal

How We Predicted the “Shibor Shock” Three Months Before It Hit

For investors tracking official credit indicators, the sudden spike in China’s benchmark interest rate in 2013 came out of nowhere. Not so for traders monitoring CBB’s credit gauges, who had been alerted to an impending credit crisis months earlier.

“China Beige Book data all year have been showing tightening, and the reason people aren’t picking that up is they’re looking at headline official data and nothing in there indicates conditions on the ground are bad.”

Fox Business

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