MMT – Modern Monetary Theory – Curated News Brief
Originally produced for our internal use to help us keep an eye on the topic, this Curated News Brief pulls together opinions and background on the so-called Modern Monetary Theory, …
Hong Kong Property Prices – Curated News Brief (Sep 20)
What next for Hong Kong property prices? Here’s our selection of recent local news/headlines about the Hong Kong property markets – focused on the market price signals and views and …
Western Media Sentiment On China vs Stock Market Performance
Exploring the relationship between our Western media headlines sentiment index on China (the blue line) and the Shanghai stock market index (red). No overall statistical pattern but there are some …
Robert Ciemniak Speaking At HSBC 3rd Annual Asia Credit Conference
As bonds issued by Chinese property developers make up a large share of the global high-yield universe, the significance of the Chinese housing markets goes far and beyond their local …
Video: Robert Ciemniak Speaking At Beryl-GTCOM Greater China Alternative Investments Conference in Beijing
Panel on digitization and technology disruption at the Beryl-GTCOM Greater China Alternative Investments Conference in Beijing. Robert’s 6 minutes on the case of China real estate – the scale and …
We are fans of Regex – “Lookahead and Lookbehind Zero-Length Assertions”
Text. Patterns. Search. The Power of Regular Expressions. Very few people in the business world would be familiar with Regular Expressions (or regex), yet it may be one of the …
On Brexit – What The Media Headlines Are Saying
The other day we looked at China, and now with the same approach to 6,500 global news headlines covering ‘Brexit’ in English in 2019. See the difference in the top …
Western Media On China
Here’s our comparison of the most frequently used words in the major Western media headlines covering China in 2017 vs 2018 vs 2019 (top five in red for each year), …