Emerging Markets Tweets this week

Been working on the growth of working capital in China. Due to regulations A-shares have 4 months to report so the bulk wait until April….

SEC gives 60–90 days dependent upon size for comparison. Still growing working capital.

Also working an the use of IAS36 in Emerging Markets. The inconsistent use and management discretion will distort accounting ratios and comparisons for years to come.

A retweet of a fun chart on CEO pay in China.

Important parliamentary elections arriving in Korea. A great article.

Break evens for ANVIL countries. Even worse than BRIC as an acronym!!

Some brief commentary on the ‘Panama Papers’ – should have added that it’s all about keeping money out of the hands of those that want it.

Some more work. Looking at Capex in China. Absolute declines in general. Paradox of thrift at play.

Obviously they want to get her on corruption but they can’t so a technicality is the next best thing……

Korea and China want to keep their high spending travellers at home. Korea wants to attract high spending Chinese travellers as well.

Chinese M&A a big 2016 trend but not a happy welcome for Chinese money.

When will the Chinese stop falling for the Ponzi scheme? When will regulators actually regulate?