ASR / BBG: Chinese Corporate Dollar Debt Issuance Falls at Record Pace
15th SEPT. 2022
BBG’s Yujing Liu - in discussion with ASR’s EM Economist Adam Wolfe – notes that Chinese companies are curbing their dollar borrowings at a record pace this year...
ASR voted Europe’s Leading Independent Research Provider 2022 in the II Survey
8th SEP. 2022
A very big ‘Thank You’ to all our clients around the world who voted to recognise the quality of our research and the exceptional service our team provides.
ASR / BBG: China’s Mounting Risks Set Stage for PBOC to Rein In Stimulus
12th AUG. 2022
ASR’s Adam Wolfe - in discussion with Bloomberg – anticipating a trade off from the PBOC : Adam commented that the PBOC “should be preventing leveraged positions in the bond market from building up…”
Adam Wolfe on Bloomberg: Something Just Doesn’t Add Up in Chinese Trade Data
9th AUG. 2022
Bloomberg’s Ye Xie and ASR’s Adam Wolfe discussed the unusual discrepancy that has showed up in two sets of trade data in China…
Robert Armstrong, FT Unhedged, highlights ASR on Bear Markets
26th JUL. 2022
“ Bear markets don’t end until the Fed has cut rates” – Ian Harnett
"Lots of people think that the capitulation that matters most is Federal Reserve capitulation…
Bloomberg’s Ye Xie references ASR’s Adam Wolfe on China Stimulus
7th JUL. 2022
In “Xi’s $220 Billion Stimulus Is Less Than Meets Eye”, Adam notes that pulling forward next year’s budget means China faces a fiscal cliff in 2023. “This is more can-kicking than real stimulus”
Bloomberg’s John Authers on the ASR Asset Allocation Survey
5th JUL. 2022
ASR’s latest survey of international money managers shows that “TINA,” the idea that There Is No Alternative to stocks, is more or less at an end.
Adam Wolfe on Bloomberg: Calls Emerge for PBOC to Drop ‘Helicopter Money’
19th MAY. 2022
ASR’s China EM Economist Adam Wolfe commented on digital yuan in conversation with Bloomberg’s Ye Xie: “The PBOC could “drop” money into people’s digital wallets…”
ASR in FT Unhedged: why small caps suffer margin contraction first
12th MAY 2022
In a discussion on margins with Robert Armstrong of FT Unhedged, Ian Harnett noted reasons why smaller companies generally suffer margin contraction first.
Bloomberg's John Authers / ASR on implications of UK labour shortages
12th MAY 2022
John Authers notes, “There’s a good argument that Brexit directly stoked the inflationary pressure that is now afflicting the British economy. Ian Harnett points out . . .
Ian Harnett / Bloomberg: “What’s below 4000 for the S&P 500?”
9th MAY 2022
At Bloomberg NY, Ian Harnett discusses where next for Equities, Bonds, Cash, Commodities, Dollar.
At 16% below peak, is it time to buy Equities again?