INSIGHT PROVIDER
Li Tang

Li Tang
Equity Research in HK and Mainland China

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China Real Estate Equities Thematic (Sector/Industry) Cross Asset Strategy
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bullishMacroeconomics
30 Sep 2022 02:50

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

We think there is limited room for further drops in RMB rates; it is expected to remain under pressure at a 7.0+ per dollar level for the rest of...

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28 Sep 2022 22:08

First Special Loan for Guaranteeing Property Deliveries Issued to Shenyang City

We maintain preferences for high-quality, lower-leveraged developers, mostly state-owned, We view the home completion-side will to benefit...

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19 May 2022 04:14

PBOC Lowers Mortgage Rate Floor After Weak Loan Data

We think the cut in mortgage rates, combined with other demand-side supporting measures, will help stabilize and gradually improve home sales once...

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bullishMacroeconomics
22 Apr 2022 02:58

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

Upstream materials prices remain high, and the issues of China’s economy are due to supply-chain disruptions and lockdowns preventing consumption.

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bullishMacroeconomics
17 Mar 2022 21:31

China Eases Covid Treatment Guidelines

The NHC published the revised covid treatment guideline yesterday which we think is a key step toward the adjustment of its  "zero covid" policy.

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