30 March 2023
All Insights
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How much should we read into the slowdown of M2 growth?
07 August 2017
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Headline PPI to stabilize; M2 growth may edge up: China’s July macro data preview
30 July 2017
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NFWC stressed risk prevention, reforms, & measured opening-up: Comments on the fifth National Financial Working Conference
17 July 2017
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CPI slightly lower than expectation, PPI stabilized temporarily —June inflation data review
11 July 2017
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How to gauge the “stress level” and impact of deleveraging: Thoughts on the potential impacts of financial deleveraging, revisited
19 June 2017
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2H2017 Macro Outlook: Resilient Growth and Normalizing Inflation
18 June 2017
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CPI climbed and PPI continued to fall: May inflation data review
11 June 2017
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China’s FX reserve level rose more visibly in May: Comments on May FX reserves data
07 June 2017
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A more prudent PBoC to balance financial stability & deleveraging: Comments on the PBoC’s 1Q17 monetary policy report
14 May 2017
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Thoughts on the potential impacts of recent liquidity tightening
11 May 2017