China Strategy - 22V Research

China Strategy:

CHINA: Local debt woes are a growth headwind, not a near-term stability risk

Michael Hirson May 26, 2023 3:10 PM

CHINA: Further thoughts on the growth predicament

Michael Hirson May 17, 2023 3:05 PM

China: Faltering recovery makes Q3 stimulus highly likely

Michael Hirson May 16, 2023 2:58 PM

CHINA: What to watch for in the April activity data

Michael Hirson May 15, 2023 3:50 PM

US-China: Getting back to Bali, but no honeymoon

Kim Wallace, Michael Hirson, Sandra Namoos May 12, 2023 2:28 PM

China: Weak trade data increases case for stimulus, but not until Q3

Michael Hirson May 9, 2023 3:45 PM

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