Energy & Resources Talking Points 11-11-15

New restrictions on commodities futures trading The Chinese government is tightening control on commodities futures trading. Chinese commodities exchanges have seen rapid growth in recent years for two reasons. Firstly, investors are confident of the long-term demand for natural resources. Secondly and more recently, the Chinese government has implemented new restrictions on stock market trading …

Food & Agribusiness Talking Points 10-11-2015

  China’s new Two-Child Policy All couples in China are now allowed to have two children according to a statement released by Xinhua, a state-run news agency. However, it remains unclear as to whether many couples will choose to have two children despite the policy change. In 2013 Leslie T. Chang, author of Factory Girls, …

Financial Services Talking Points 09-11-15

China’s October trade data was the same, worse and sort of better than expected. NAB reports that China’s overall trade surplus of $61.6bn was in line with expectations, however export and import growth rates worsened. Exports were worse than expected, down almost 7% y/y, compared to the predicted -3.7%. On the bright side, imports were …

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