bearish
China Macro - Impact on Financials
294 Views19 Nov 2019 05:38
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
Thomas J. Monaco
Silver Point
- Trade Goblet Half Full in the US and Half Empty in China10 Dec 2019
- HSCEI Support Break for New Low02 Dec 2019
- Trade War/Hong Kong/Economy/Industrial Policy/Coal25 Nov 2019
- Putting the Panda In Its Place16 Jul 2018
- China Banks - Back to the Land of Silly25 Jun 2018
- China Banks – Can You Say Capital Forbearance?07 Mar 2018
x