SIM ResearchApr 5, 2022Markets in Chaos & Long Term Interest Ratesn the debt cycle model, an increase in money supply has an inflationary character which primarily affects asset prices rather than consum...
SIM ResearchOct 13, 2021China’s Tech-Giant WarChina’s Big Tech companies have been brought to heel with state-ordered overhauls of their businesses with regulations and mandates, such...
SIM ResearchOct 11, 2021Evergrande: Catalyst or Blip?The real estate behemoth, Evergrande, which owns about 2 trillion yuan in assets, equivalent to 2% of China’s GDP, found itself amidst a...