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CHINAGOV CDS USD SR 5Y D14 (CCHIN1U5 CORP)

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Analysis
China

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bullishMacroeconomics
28 Dec 2023 03:05

Bond Market Monitor: Time to Invest in EM Bonds

We believe the US could hit recession next year.  Rate cuts and a peak of a rate hike cycle plots a scenario where fixed rate bonds will be the...

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29 Sep 2023 17:24

Bond Market Monitor: Prime Time Continues

Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...

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434 Views
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bearishMacroeconomics
19 Oct 2021 19:03

China: Succumbing to Excess Capacity in Industry and Real-Estate, & Capital Flight

China's economy was stagnant in Sep21 as FAI contracted 5.5%YoY (-3.3% in 3Q). Real GDP will decelerate to 3%YoY in 4Q21. Capital flight will...

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24 Sep 2021 02:32

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...

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Roger Xie
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bearishMacroeconomics
21 Jul 2021 03:48

China to Decelerate: Overcapacity Weakens FAI, Capital Flight Limits Monetary Ease

Real GDP to decelerate to 5% YoY growth by 4Q 2021, as FAI (already down in 2Q2021) weakens further, and rising capital flight limits the PBOC's...

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