China: Macro sentiment dips as stimulus expectations fail to offset US-China risks (CHESS update) Michael Hirson & Houze Song November 19, 2024 12:02 PM
China: Underwhelming fiscal package shows Beijing is conserving firepower Michael Hirson & Houze Song November 8, 2024 10:56 AM
China: An update on stimulus expectations ahead of tomorrow’s NPCSC meeting Michael Hirson & Houze Song November 7, 2024 3:23 PM
Post-election thoughts on the US-China outlook: Digging in for the long haul Michael Hirson & Houze Song November 6, 2024 5:08 PM
China: Near-term implications of US election scenarios Michael Hirson & Houze Song November 5, 2024 12:37 PM
China: Our expectations for 2025 fiscal stimulus, with the US elections the wild card Michael Hirson & Houze Song November 1, 2024 12:14 PM
