Costs of and Response to COVID-19
As the epicentre of the coronavirus pandemic shifts from Europe to the US and the number of deaths and infection cases reach new highs, the costs...
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China's Vicious Stagflation Likely to Morph into Recession and Financial Crisis
We estimate an 8% YoY decline in real GDP in 1Q 2020, and -2% YoY in 2Q 2020 (as steel, for instance, first sees excess stockpiles in 1Q and a...
508 Views
China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak
Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data...
342 Views
Global Equity Support Levels for Late March Low, Short Squeeze and Basing Cycle
S&P 500 (SPX INDEX) has pierced macro trendline support at 2,520 with increasing pressure to break this pivotal level that would usher in a...
454 Views
China A-Share Strategy: New Equity Financing Rule, A Catalyst for Market Upside (SHSZ300 Index)
Investors might have overlooked the potential of new equity financing rule announced in mid-February. Our past experience shows the latest revision...
432 Views