Brief Commentary on the Economic Work Conference
Central Economic Work Conference The overall policy tone has shifted,…
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Market Dynamics and Economic Policy Outlook – December 8, 2024
In the past two weeks, global capital markets have experienced…
Interpreting the Trillion-Yuan Debt Restructuring Plan
China’s National People’s Congress approved an increase in local government…
Three Proposals for Economic Recovery
In our previous report (see “Views on Current Macro-Control Policies”),…
Trading Logic of the U.S. Election
With only seven trading days left before the U.S. election…
Perspectives on the Current Round of Macroeconomic Policy Adjustments
– September 24: PBOC, CSRC, and Financial Regulatory Administration introduced…
A-Shares: A Game for the Bold
Before the holiday break, A-shares surged under the guidance of…
How Long Can Infinite Liquidity Propel the A-Share Market?
On September 24, the Shanghai Composite Index rose by 4.15%,…
Disappearance of Currency and Mortgage Refinancing
China’s asset prices continue to diverge from global trends, with…
Will the iPhone 16 Lead the AI Wave?
This week, global markets experienced widespread declines, with bond yields…