China A-Share Strategy: New Equity Financing Rule, A Catalyst for Market Upside (SHSZ300 Index)
Investors might have overlooked the potential of new equity financing rule announced in mid-February. Our past experience shows the latest revision...
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China’s Nominal GDP Growth in 3Q19: Slower But Fine
China's real GDP growth rate, at 6% YoY in 3Q19, seemed to come as a surprise to many (most of whom are used to forecasting the government’s...
350 Views
China’s Economic Health in 9 Charts
These past weeks we've seen research reports appear over the newswires that argued that the Chinese economy was a) much weaker than the official...
398 Views
China's Demographics: Growth Supportive
In his Work Report to the National People’s Congress held in March this year, Prime Minister Li Keqiang spent a lot of time focused on employment....
409 Views
China: Stimulation in the Right Places
What can the world expect from its second largest economy in the near term now that a 2020 recession signal has been sent in the US and the EU...
469 Views