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At Close: Jun 03, 2026

China's Economy: Don't Get Your Hopes Up Just Yet

01:54pm, Wednesday, 04'th Jan 2023
Most global economists feel that any recovery in China could be more U-shaped than V-shaped. The 2022 Chinese economy can best be described as a spluttering car engine.

CNYA: Jim Chanos Was Right About Chinese Property

07:53am, Saturday, 10'th Dec 2022
China is easing COVID-19 restrictions and making moves to save the property sector. Our secular view is that this is still a shackle to the economy.
Last month's 20th National Congress of the Chinese Communist Party was the country's most significant political event this year. As we expected, President Xi's report to the Congress mainly focused on
It appears to us that there is less potential for support for the country's embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to Chin

China Still Investible--If You Know Where To Look

08:24am, Saturday, 29'th Oct 2022
Our main takeaway from China's 20th Party Congress is the emphasis on security, implying further self-sufficiency—and potential investment opportunity—in the food, energy and technology sectors. A

China: 5 Questions

08:12am, Saturday, 29'th Oct 2022
China is taking measures to support its property market, so declines are likely to ease—and even if they don't, we're not looking at a subprime crisis. A proactive Chinese invasion of Taiwan is a lo
While high inflation is seen almost everywhere, the Chinese central bank, PBoC is more anxious about meeting the economic growth target. Year to date, it has been keeping policies supportive by cuttin

What To Expect From China's 20th Party Congress

09:30am, Tuesday, 04'th Oct 2022
The basic power division in China is between the Party and the state apparatus. The most interesting personnel changes will be those affecting members of the Politburo Standing Committee.

China Is My Contrarian Pick

12:51pm, Thursday, 29'th Sep 2022
We are seeing a decoupling between the economies in China and the West. Chinese equities will benefit from a lower cost of capital and a lower currency.

Asian Exports Are Softening

11:46am, Thursday, 01'st Sep 2022
Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with inflation, energy security, and rising recession ris

The Challenges Ahead For China's Economy

10:00am, Monday, 29'th Aug 2022
Chinese economy may do modestly better in the second half of 2022. Longer term, the primary headwind for the Chinese economy lies in demographic patterns.
China's economy has struggled, but may be turning a corner. Why investors may want to consider Chinese stocks in their long game.

CYNA: Starting To Look More Compelling Now

09:53am, Wednesday, 06'th Jul 2022
China may start to see green shoots in its economy as it gradually opens up. Compared to other economic zones like Europe, China seems to be a  better proposition.
China's zero-COVID policy has cratered the economy, severely hampering mobility and discouraging consumer spending on services. In addition, it has extended economic uncertainty for businesses and cau
China's nominal GDP reached $17.5 trillion in 2021, a growth rate of 8.1%. We expect a slower GDP growth rate in 2022 due to very tight Covid measures in Q2 of this year.
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