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Roche Says China Growth May Fall to 4% on Bank Crisis-Jan. 9 (Bloomberg) -- David Roche, president of Independent Strategy and a former Morgan Stanley global strategist, talks about the outlook for the European debt crisis, and its impact on emerging stock and commodity markets. Roche speaks with Rishaad Salamat and Susan Li on Bloomberg Television's "Asia Edge."-David Roche-Bloomberg Television-09/01/12

Roche Says U.S. on Same Fiscal Trajectory as Greece-Sept. 19 (Bloomberg) -- David Roche, president of Independent Strategy and a former Morgan Stanley global strategist, talks about the outlook for U.S. and Greece debt problems and his investment strategy. Roche speaks with Rishaad Salamat on Bloomberg Television's "Asia Edge."-David Roche-Bloomberg Television-19/09/11

Roche: China Won’t Allow Yuan Appreciation-The Chinese authorities won't allow the yuan to appreciate over the next year or so, says David Roche, global strategist at Independent Strategy Ltd. He explains why to CNBC's Karen Tso & Sri Jegarajah.-David Roche-CNBC-10/11/09

MACRO MATTERS

Technicals

21st January, 2020 » IS Weekly Technicals – 21st January

Chart pack and analysis attached.

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China

17th January, 2020 » China December IP, Retail Sales & Investment

The improvement in the surveys continues to provide a realistic guide to Chia’s improving fortunes with the December real activity data corroborating this picture.  The strong recovery in industrial production is most noticeable, with y/y rate jumping to 6.9%, the highest since March

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China

16th January, 2020 » China December Money Supply & Credit

China December money supply ticked up, reflecting easier financial conditions.  We also saw solid growth in total social financing, which came in ahead of expectations.  The authorities have been keen to avoid an overt debt splurge, trying to generate more targeted easing, particularly focusing on transmission to SMEs in the private sector.  These numbers suggest this has been a partial success…

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