Equity Research in HK and Mainland China

Li Tang

Highly experienced sell-side analyst with more than ten years of experience in the field of China’s in-depth policy-driven macro research in China (Beijing) .
Covering in equity research in HK and Mainland market mainly real estate, construction,steel sector.
The Ideas generation based on an analysis of China’s future direction and policy decisions fundamental analysis on sector impact, market drivers, timing and scale, combined with quantitative analysis.

Thematic (Sector/Industry)

China Real estate / Thematic (Sector/Industry)

<ul>
<li>Vice Premier Han Zheng held an unprecedented high-level meeting focusing on the country's real estate work in Beijing on last Friday.</li>
<li>We have seen a handful of the city includes Shenzhen and Nanjing begin to tight their property policy in July, we expected this trend would continue in the coming month.</li>
<li>A stronger-than-expected rebound in activity in the Q2 has reduced the urgency for the People’s Bank of China (PBOC) to ease monetary policy further.</li>
<li>Further measures will focus on stabilizing house prices and prevent risks of an asset bubble.</li>
</ul>


Vice Premier Han Zheng held an unprecedented high-level meeting focusing on the country's real estate work in Beijing on last Friday.
We have seen a handful of the city includes Shenzhen and Nanjing begin to tight their property policy in July, we expected this trend would continue in the coming month.
A stronger-than-expected rebound in activity in the Q2 has reduced the urgency for the People’s Bank of China (PBOC) to ease monetary policy further.
Further measures will focus on stabilizing house prices and prevent risks of an asset bubble.


China Holds Unprecedented Meeting on Real Estate Work