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- 2016-10-01 00:00:00Macro Monday:The next battle for the PBoC
- 2016-09-26 00:00:00China macro:How to think about the RMB
- 2016-06-29 00:00:00China Macro-June data preview:Another unexciting month
- 2016-05-30 00:00:00China Macro-May data preview:Stable economy and policy with renewed ……
- 2016-05-27 00:00:00Macro Monday:Weaker RMB,stable economy and hotter property market
- 2016-05-21 00:00:00Macro Monday:How to interpret ‘L-shaped growth’
- 2016-05-10 00:00:00Macro Monday:FX reserves rose for the second month
- 2016-05-02 00:00:00China Macro-Thoughts on earnings cycle:A new start
- 2016-04-28 00:00:00Macro Monday:Property and commodities outperform stocks and bonds
- 2016-04-18 00:00:00China Macro-1Q16data:A sweet spot for now
- 2016-04-11 00:00:00Macro Monday:Debating debt/equity swap
- 2016-03-29 00:00:00China Macro:What are the channels of China’s capital outflows?
- 2016-02-01 00:00:00China Macro-China in 2015:Huge divergence
- 2016-01-24 00:00:00China Macro:4Q2015GDP,Another year of muddle-through
- 2015-12-18 00:00:00China Macro:China 2016Outlook:Deceleration,Divergence and Dollar
- 2015-12-15 00:00:00Macro Monday:Better-than-expected activity data in Nov but headwinds……
- 2015-12-01 00:00:00China Macro:Nov data preview,Stabilized at the bottom
- 2015-10-28 00:00:00China Macro:The PBoC cuts interest rate,RRR and liberalized deposit ……
- 2015-09-14 00:00:00China Macro:Aug money data;Strong M1number boding well for growth in……
- 2015-08-28 00:00:00China Macro:The PBoC cut interest rate and RRR for financial and eco……
- 2015-08-25 00:00:00Macro Monday:Global selloff triggered by China hard landing fears
- 2015-08-13 00:00:00China Macro:Weak July data could put more pressure on RMB
- 2015-08-11 00:00:00Macro Monday:SDR or exports, that is the question
- 2015-08-04 00:00:00Macro Monday:Tough time and green shoots might appear in September
- 2015-07-22 00:00:00Macro Monday:Improved growth momentum in 2Q with worrisome home pric……
- 2015-04-21 00:00:00Macro Monday-China cut RRR on Sunday:Major macro themes of the past ……
- 2015-04-20 00:00:00China Macro-Mar/1Q15 GDP: real economy even weaker than growth numbe……
- 2015-02-09 00:00:00China Flash:China cut RRR,Beginning of the beginning
