Central Government Policy Aid Set to Catalyze LGFVs' Fortunes in 2024
Chinaâs Local Government Financing Vehicles (LGFVs) across the country have shown a diverse credit profiles with majority of the LGFVâs exhibiting...
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From the River to the Reservoir to the Lake: China's De-Dollarisation Story
âWhile PBOC holdings of US Treasuries have declined, China's domestic banks' holdings of US dollar assets remain robust. With a weak property...
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Chinaâs Consumption Push: Will It Take Off?
This report shows why Chinaâs consumption push faces structural limits, why rate cuts wonât work, and how delayed reform raises risks for equities,...
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Walkerâs Weekly: Dr. Jim's Summary of Key Global Macro Developments - 31 Oct 2025
Bank of Japan (BoJ): BoJ kept rates unchanged at 0.5%, despite 3% inflation â a clear policy mismatch. Federal Reserve (US): The Fed cut rates...
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Walkerâs Weekly: Dr. Jim's Summary of Key Global Macro Developments - 24 Oct 2025
China: Growth Slows, Stimulus Likely Ahead: Q3 GDP rose 4.8% YoY, below earlier quarters and forecasts (previously expected 5.5% FY growth, now...
808 Views