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...
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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...
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CX Daily: The Key Ingredients to Sustain Hong Kong’s Stock Rally
Stocks / In Depth: The key ingredients to sustain Hong Kong’s stock rally China’s show of determination to revive growth and rescue the property...
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CX Daily: China’s Weaker Insurers Skip Early Bond Redemptions Amid Growing Financial Stress
Insurers / In Depth: China’s weaker insurers skip early bond redemptions amid growing financial stress. China-Russia /: China invites Putin for...
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Steno Signals #96 – A major devaluation of the CNY could be imminent
Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...
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