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.

Macroeconomics

<ul>
<li>The NPC session at the Two Conferences saw the release of the 2022 Government Work Report, NDRC Work Report, and the Budget Work Report.</li>
<li>The financial derisking being the second economic priory (behind stability)</li>
<li>Property policy will be focused on promoting long-term rental housing and supporting genuine home demand</li>
</ul>


The NPC session at the Two Conferences saw the release of the 2022 Government Work Report, NDRC Work Report, and the Budget Work Report.
The financial derisking being the second economic priory (behind stability)
Property policy will be focused on promoting long-term rental housing and supporting genuine home demand


China Communications Construct (601800 CH)

Government Work Report Targets Economic Stability Driven by Fiscal Support