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.

Chinese Monetary Policy – Is China Really, Really Tightening??

Population/ Food Security/ Consumption/ PLAN/ Space

Thematic (Sector/Industry)

China Real estate management and development / Thematic (Sector/Industry)

<p>The CBIRC, MOHURD, and PBOC jointly issued a circular that pledges to prevent business loans from flowing into the real estate market, a move that extends the crackdown currently only in Tier 1 cities and select Tier 2 cities to the whole country.</p>

The CBIRC, MOHURD, and PBOC jointly issued a circular that pledges to prevent business loans from flowing into the real estate market, a move that extends the crackdown currently only in Tier 1 cities and select Tier 2 cities to the whole country.

Three Ministries to Tighten Supervision on Business Loans Diverted to Property