ENTITY

CHINAGOV CDS USD SR 5Y D14 (CCHIN1U5 CORP)

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Analysis
China

bullishMacroeconomics
12 Dec 2024 17:20

Bond Market Monitor: Time to Invest in EM Bonds

Here is the time to review what we said last December. We are due to the launch thew revision by the end of the month. Stay tuned!

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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...

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bearishMacroeconomics
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...

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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...

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Roger Xie
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bearishMacroeconomics
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...

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