Equity Research in HK and Mainland China

Li Tang

Highly experienced sell-side analyst with more than ten years of experience in the field of China’s in-depth policy-driven macro research in China (Beijing) .
Covering in equity research in HK and Mainland market mainly real estate, construction,steel sector.
The Ideas generation based on an analysis of China’s future direction and policy decisions fundamental analysis on sector impact, market drivers, timing and scale, combined with quantitative analysis.

Latest Data Tell A Different Story About Emerging Markets

China Central Bank Q1 Quarterly Sentiment Survey Shows Tightening Credit Environment

Thematic (Sector/Industry)

<p>CBIRC Chairman and PBOC Party Secretary Guo Shuqing delivered a speech outlining regulating internet platforms, property lending risks, rising NPLs, and rising market rates.</p><p>The speech was delivered ahead of the Two Conferences on Thursday and Friday this week. The normalisation of monetary policy was highlighted with Chairman Guo stating that rate rises are to be expected this year.</p>

CBIRC Chairman and PBOC Party Secretary Guo Shuqing delivered a speech outlining regulating internet platforms, property lending risks, rising NPLs, and rising market rates.The speech was delivered ahead of the Two Conferences on Thursday and Friday this week. The normalisation of monetary policy was highlighted with Chairman Guo stating that rate rises are to be expected this year.

Head of PBOC Forecast that China’s Lending Rates Will Likely Go up This Year