China Strategy - 22V Research

China Strategy:

China: More policy support needed to go from stability to strong recovery (CHESS update)

Michael Hirson & Houze Song October 29, 2024 2:51 PM

China: Expectations for NPCSC meeting and near-term stimulus

Michael Hirson & Houze Song October 25, 2024 10:31 AM

China: Policy pivot is starting to lift sentiment towards property and the broader outlook (CHESS update)

Michael Hirson & Houze Song October 16, 2024 11:38 AM

CHINA: MOF signals limited near-term stimulus, but further steps to contain downside risks in 2025

Michael Hirson & Houze Song October 12, 2024 3:47 PM

CHINA: What we expect when MOF meets the press

Michael Hirson & Houze Song October 11, 2024 3:52 PM

China: What sentiment analysis shows about Beijing’s policy pivot (CHESS monthly update)

Michael Hirson & Houze Song October 5, 2024 11:45 AM

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