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 Financials / Thematic (Sector/Industry)

<p> The PBOC released Q2 sentiment survey results with entrepreneurs, banks, and households. Overall, there is positive macroeconomic sentiment among businesses, and bank lending was robust, but consumer sentiment continues to lag the industrial sector.</p>

 The PBOC released Q2 sentiment survey results with entrepreneurs, banks, and households. Overall, there is positive macroeconomic sentiment among businesses, and bank lending was robust, but consumer sentiment continues to lag the industrial sector.

PBOC Sentiment Surveys Show Lending Slowing, Consumer Sentiment Stable