11 July 2024
All Insights
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Time for policy adjustments: Macro 2H18 outlook
19 June 2018
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Hong Kong reflation cycle may have more legs to run
14 June 2018
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China’s financial conditions tightened notably, again: Comments on May money and credit data
13 June 2018
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Will US growth and the USD be the only game in town (again)?
05 June 2018
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Tax-to-GDP ratio rebounds again, 2017 fiscal revenue exceeded projections
31 May 2018
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China–US consensus on trade reduces short-term downside risks
21 May 2018
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PBoC to focus on stabilizing growth & refining regulatory framework: Comments on 1Q18 PBoC Monetary Policy Report (MPR)
16 May 2018
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Thoughts on the recent macro trajectory and policy outlook
02 May 2018
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Another “not-so-targeted” 100bp RRR cut, partially to replace MLF injection
23 April 2018
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1Q GDP growth was kept at 6.8%, March IP dampened by late LNY--Stronger property vs. weaker infrastructure investment
18 April 2018