TPW Advisory Friday Musings: Why Be Bearish?
Another week of one step forward, two steps back with ample opportunity to get chopped up. No surprise given the history of post options expiry...
1.3k Views
Evergrande/ Xi/ Coal/ USA/ Hong Kong
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
574 Views
China Equity Strategy: Growth Slowdown Risk, Potential Monetary Stimulus
China activity indicators are weakening and missed expectations in August. We expect there will be some monetary stimulus to stabilize the economic...
549 Views
China: The End of the Moral Hazard Play?
Moral hazard will be managed, not ended. Offshore bonds, local loans will bear pain. Property, health, education costs must fall. We recommend...
507 Views
Prosperity/ Economy/ Probity/ Equity/ Property
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
450 Views