CHINA MACRO: ECB style QE rumour unlikely to be true - BUT expect more LGFE measures
China’s central bank is considering taking a page from Europe’s financial-crisis handbook to free up more credit as growth in the world’s...
278 Views
CHINA MACRO/POLICY: Thoughts post the 100bps RRR cut - POSITIVE MOVE . Expect more easing near term
The PBOC has announced a 100bps cut of Banks’ Reserve Requirement Ratio, in line with our estimates, but larger than street consensus. We believe...
229 Views
CHINA MACRO: GDP headline came in at 7%, but more loosening is needed near term.
China GDP came in at 7%, inline with consensus, but ahead of what we thought it would (in particular in light of the fact retail sales, industrial...
269 Views
A-SHARES: Margin Investors are NOT marginal!
This short discussion piece discusses Margin Investors in A-shares. Not valuation. Not flows. But potential - like from high school...
472 Views
CHINA MACRO: We still expect more loosening near term.
China Q1 GDP is due out on April 15th, and we see downside risk to the markets 7% forcast. We have written several notes YTD on the downside risks...
220 Views