Posts by The China Bond Team
China: RMB Bonds and Equities: 2025 Outlook
2024 indeed turned out to be a ‘glass-is-half-full’ year, thanks to the fiscal interventions by Beijing. We maintain a cautiously optimistic expectation of stronger policies from Beijing in 2025.
Read MoreChina’s Local Government Debt
What is the role played by the local governments in China’s property eco-system, and how should investors think about the risks posed by China’s local governments as the property market weakens?
Read MoreAn Update on the China Property Sector
China’s property sector is big, but not overwhelmingly big, compared to the cycle that Japan had in the late-1980s…
Read MoreThe 5% GDP Growth Target
On March 5th, the government work report announced a GDP growth target of around 5% for 2023, which Premier Li Keqiang delivered on the first day of the National People’s Congress (NPC).
Read MoreChina 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.
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