Featured Notes
Quarterly Chart Book: China Getting Out of Covid

For Q2, our focus remains China’s post-Covid recovery - driven by a combination of property, automobile and infrastructure spending.

Outlook of the 14th Five-Year Plan

The Plan will double down on industrial policy and indigenous development of key strategic sectors

Recent Highlights
How Chinese Listcos Weathered the Covid Storm

Industrial listcos are in better shape to weather the storm, while non-financial service firms were hit much harder.

Beijing Unlikely to Take Taiwan by Force

Recent Chinese military drills led many to worry that an armed conflict in the Taiwan Strait may be looming; we think that the likelihood remains low.


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