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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China A-Share Strategy: New Equity Financing Rule, A Catalyst for Market Upside (SHSZ300 Index)
Investors might have overlooked the potential of new equity financing rule announced in mid-February. Our past experience shows the latest revision...
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Virus Fallout - Corporate Asia's Foreign Debt
Panic has replaced complacency as the number of new coronavirus cases outside China soar. If the worst-case scenario of a global profit-led...
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