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Day: August 5, 2024

The Policy-Pushback Paradox: China’s Struggle Between Stimulus and Strategy

Posted on August 5, 2024

A recent report by Shenwan Hongyuan Securities (SWHY) delves into the dynamics between policy initiatives and the evolving macroeconomic model, shedding light on the disconnect between market expectations and long-term strategic planning….

Conditions for the Recovery of Chinese Asset Prices

Posted on August 5, 2024

A recent analysis by CSC Securities (中信建投) delineates the prerequisites for the revival of Chinese asset prices. These include the halt of social financing contraction, the extension of leverage and demand. Analysts…

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