China Strategy - 22V Research

China Strategy:

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

Assessing China’s Policy Pivot: Key takeaways from 22V’s China investor trip

Michael Hirson & Houze Song October 2, 2024 7:03 PM

China: PBOC shows firepower, but doesn’t hold the bazooka

Michael Hirson & Houze Song September 24, 2024 1:38 PM

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