China’s RRR Cut Expectations
With the conclusion of the Two Sessions this week, China’s…
Read MoreChina’s RRR Cut Expectations
How to View Recent Stock and Bond Market Fluctuations?
Since the release of the December PMI data, China’s stock…
Brief Commentary on the Economic Work Conference
Central Economic Work Conference The overall policy tone has shifted,…
Macroeconomic Regulation Policy Space for 2025 – Monetary and Fiscal Dimensions
To maintain an economic growth rate of 4.6% next year,…
Macroeconomic Regulation Policy Space for 2025 – Key Economic Data
Our full-year GDP growth forecast for 2025 is 4.6%, primarily…
Three Key Perspectives on the Current Economy
As of mid-November 2024, following the September 26 policy meeting,…
Three Proposals for Economic Recovery
In our previous report (see “Views on Current Macro-Control Policies”),…
Market Outlook（30/9-4/10）
Last week saw a broad-based rally across global capital markets.…
How Long Can Infinite Liquidity Propel the A-Share Market?
On September 24, the Shanghai Composite Index rose by 4.15%,…
Soft Landing Takes Shape
This week, the U.S. released its July economic data, with…