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Li Tang
Equity Research in HK and Mainland China
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Location:
United States
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10 February 2020
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bullish
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Macroeconomics
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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...
Li Tang
219 Views
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bullish
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Thematic (Sector/Industry)
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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...
Li Tang
131 Views
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bullish
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Thematic (Sector/Industry)
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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...
Li Tang
213 Views
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bullish
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Macroeconomics
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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.
Li Tang
340 Views
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bullish
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Macroeconomics
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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.
Li Tang
319 Views
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