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,...
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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,...
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