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China Treasury (CHINA GOVT)
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bullish
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Cross Asset Strategy
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29 Jan 2024 11:34
Central Government Policy Aid Set to Catalyze LGFVs' Fortunes in 2024
China’s Local Government Financing Vehicles (LGFVs) across the country have shown a diverse credit profiles with majority of the LGFV’s exhibiting...
Criat
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168 Views
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bullish
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Macroeconomics
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03 Oct 2024 14:13
China Liquidity Watch: USD easing allowed China to ease, but there is a caveat..
The USD market will be flooded with liquidity in Q4, accompanied by rate cuts, providing Chinese authorities with a window of opportunity to ease...
Steno Research
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247 Views
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bullish
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Macroeconomics
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20 Sep 2024 16:53
EM Watch: Time to play the long end of the Chinese yield curve?
Welcome to our weekly EM Watch, where we examine Emerging Markets (with a particular focus on China) from the perspective of Western investors. It...
Steno Research
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596 Views
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bearish
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Macroeconomics
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29 Aug 2024 18:45
EM Watch: 5 Charts on the Nosediving Chinese Indicators!
China’s exports fired on all cylinders during the spring, but we are now starting to see signs of fading inventories in the US (and to some...
Steno Research
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246 Views
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bullish
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Macroeconomics
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15 Aug 2024 11:58
EM Watch: The Chinese race towards 0% interest rates
Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors. Over the past...
Steno Research
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471 Views
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