Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
CHINAGOV CDS USD SR 5Y D14 (CCHIN1U5 CORP)
Watchlist
6
Analysis
China
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Macroeconomics
•
28 Dec 2023 03:05
Bond Market Monitor: Time to Invest in EM Bonds
We believe the US could hit recession next year. Rate cuts and a peak of a rate hike cycle plots a scenario where fixed rate bonds will be the...
Bondcritic
Follow
694 Views
Share
bullish
•
iShares MSCI Thailand
•
29 Sep 2023 17:24
Bond Market Monitor: Prime Time Continues
Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...
Bondcritic
Follow
462 Views
Share
bearish
•
Macroeconomics
•
19 Oct 2021 19:03
China: Succumbing to Excess Capacity in Industry and Real-Estate, & Capital Flight
China's economy was stagnant in Sep21 as FAI contracted 5.5%YoY (-3.3% in 3Q). Real GDP will decelerate to 3%YoY in 4Q21. Capital flight will...
Prasenjit K. Basu
Follow
224 Views
Share
bullish
•
Cross Asset Strategy
•
24 Sep 2021 02:32
China Equity Strategy: Growth Slowdown Risk, Potential Monetary Stimulus
China activity indicators are weakening and missed expectations in August. We expect there will be some monetary stimulus to stabilize the economic...
Roger Xie
Follow
396 Views
Share
bearish
•
Macroeconomics
•
21 Jul 2021 03:48
China to Decelerate: Overcapacity Weakens FAI, Capital Flight Limits Monetary Ease
Real GDP to decelerate to 5% YoY growth by 4Q 2021, as FAI (already down in 2Q2021) weakens further, and rising capital flight limits the PBOC's...
Prasenjit K. Basu
Follow
141 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.40.5
x