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.

China Re-Introduce Counter-Cyclical Factor in Setting Rmb Reference Rates

Industrial Demand Recovery Remains Sluggish in December

PBOC Draft Online Payment Rules Provide Clarity on Regulatory Direction

Macroeconomics

<ul>
<li>LPR remains unchanged at at 3.7% for 1-yr LPR and 4.6% for 5-yr LPR.</li>
<li>The PBOC and CBIRC issue statements on supporting the real economy in emergency symposium.</li>
<li>The newly formed State Council Logistics Leading Group , called to rectify excessive prevention and control measures that block logistics operations, and ensure a smooth transportation network.</li>
</ul>


LPR remains unchanged at at 3.7% for 1-yr LPR and 4.6% for 5-yr LPR.
The PBOC and CBIRC issue statements on supporting the real economy in emergency symposium.
The newly formed State Council Logistics Leading Group , called to rectify excessive prevention and control measures that block logistics operations, and ensure a smooth transportation network.


China Loan Prime Rate Unchanged as Regulators Turn the Attention to Supporting Supply Chains