China A-Share Strategy: To Revive Economic Growth as Getting past Coronavirus
China would step up the effort to stimulate its faltered economy by raising the fiscal deficit ratio and selling special government bonds, as...
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Costs of and Response to COVID-19
As the epicentre of the coronavirus pandemic shifts from Europe to the US and the number of deaths and infection cases reach new highs, the costs...
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China's Vicious Stagflation Likely to Morph into Recession and Financial Crisis
We estimate an 8% YoY decline in real GDP in 1Q 2020, and -2% YoY in 2Q 2020 (as steel, for instance, first sees excess stockpiles in 1Q and a...
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China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak
Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data...
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Global Equity Support Levels for Late March Low, Short Squeeze and Basing Cycle
S&P 500 (SPX INDEX) has pierced macro trendline support at 2,520 with increasing pressure to break this pivotal level that would usher in a...
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