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October 2, 2024

China Economic Outlook. October 2024

The Chinese economy is experiencing structural rebalancing amid deep real estate adjustment. Due to the large-scale stimulus package, we believe the economy will bottom out in the near future.

September 30, 2024

China | Here comes China's Draghi moment

Amid the weak economic activities in the past years, the authorities have promulgated a large size stimulus package to support growth that the market views as "China's Draghi moment" or "Chinese style QE".

July 8, 2024

China | What do we expect for the 2024 Third Plenary Session?

The once-every-five-years Third Plenary Session of 20th Central Committee of Chinese Communist Party (CCP) always has a potential to become a milestone moment in China’s history.

June 19, 2024

China | An unbalanced economic structure with shrinking credit growth

China’s 2024 May economic activity indicators continue to display an unbalanced economic structure with strong supply and weak demand, although retail sales mildly picked up.

June 18, 2024

China | What does China-US interest rate reversion mean for China’s credit market?

The historically large China-US rate reversion triggered corporations to finance their businesses in RMB due to its lower funding costs compared to USD, which had been the historical norm for corporate financing.

May 14, 2024

China | A reversion of Balance of Payments: from pandemic to post-pandemic era

We summarize China’s Balance of Payments situation in 2023 post-pandemic time and compare it with the pandemic time; we also predict its trend in 2024.

April 22, 2024

Asia | Asian economies: weak currencies and strong fundamentals

Asian currencies accelerated their depreciating trend recently. This report aims to understand this phenomenon and assess the associated risks.

March 7, 2024

China Economic Outlook. March 2024

We summarized the recent Chinese economic development as well as policy outlook in 2024. We also highlight the March 2024 "Two sessions".

March 7, 2024

China | Understanding 2024 Government Work Report

We summarized and highlighted the main takeaways of Premier Li Qiang's 2024 Government Work Report which was presented in the "two sessions" in March 2024.