China Strategy - 22V Research

China Strategy:

US-China: Blinken visit restarts dialogue but underlying tensions remain high

Kim Wallace, Michael Hirson, Sandra Namoos June 20, 2023 12:22 PM

China: State Council meeting suggests that Beijing will step up stimulus but keep it targeted

Michael Hirson June 16, 2023 1:25 PM

WSJ report on China special treasury bonds is very plausible

Michael Hirson June 15, 2023 2:06 PM

CHINA: Weak May data will force Beijing to step up stimulus, but not bring out the bazooka

Michael Hirson June 15, 2023 10:22 AM

CHINA: Parsing stimulus signals ahead of the May data release

Michael Hirson June 14, 2023 10:06 AM

China: Restrained stimulus and weak confidence tilt growth risks to the downside

Michael Hirson June 8, 2023 4:35 PM

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