China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
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Smartkarma Webinar | Understanding China's Latest Stimulus
On 13 July, 5pm SGT, join our Webinar on China's latest potential stimulus, featuring Analysts Said Desaque and Osbert Tang.
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China Stimulus: These Are the Key Beneficiaries
Potential massive special purpose bond issuance by local governments in 2H22 (brought forward from 2023) will provide a much-needed boost to the...
669 Views
China Infrastructure REITs: Excellent First Batch Result - Good for Zhejiang Expressway (576 HK)
Good response to the first batch of China public infrastructure REIT issuance indicates investor demand, and this is positive to Zhejiang Exp,...
537 Views
Smartkarma Originals
China Environment Sector Deep Dive: Solid Waste Treatment
We are positive towards the outlook of China's solid waste treatment industry and believe the current share price level is a very good entry point,...
909 Views