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
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