Posts by The China Bond Team
China October CPI
China’s October Consumer Price Index (CPI) came in at 2.1%, which fell short of the consensus rate of 2.4% and was lower than the 2.8% reported previously…
Read More“The Second Arrow” to save China’s property sector
On November 8th, the “second arrow” policy was announced to support private company bond issuance…
Read MoreWhat are the prospects for China’s economic growth, geopolitics and outlook?
Our interactive video, with Stephen Jen, explores the prospects for China’s economic growth, geopolitics and outlook.
Read MoreWhat can we expect from the 20th National Party Congress?
What can we expect from the 20th National Party Congress, as 2,000 senior members of the CCP meet next month…
Read MorePodcast: What is the Outlook for China Onshore bonds?
Many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on four key topics
Read MoreWhat is the outlook for China onshore bonds?
What is the outlook for China onshore bonds? We outline our thoughts on the prospects for the remainder of 2022.
Read MoreRenminbi Review: The Property Sector and Our Currency Outlook
Renminbi Review: The Property Sector and Our Currency Outlook
Read MoreHow will the recent policy announcements impact Chinese markets?
Renminbi Review: How will the recent policy announcements impact Chinese markets?
Read MoreWill China’s high growth target result in aggressive policy easing?
Renminbi Review: Will China’s high growth target result in aggressive policy easing?
Read MoreRenminbi Review – What could economic and policy divergence mean for Chinese assets?
Renminbi Review – What could economic and policy divergence mean for Chinese assets? An extract from our China newsletter written on 3rd February 2022.
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