CHINA: New Covid measures have limited near-term impact but build momentum for a gradual pivot Michael Hirson November 11, 2022 9:12 AM
China Flash Note: Markets getting hit with double whammy on Covid Michael Hirson November 9, 2022 4:38 PM
China: Signal on vaccines is positive, but the Covid pivot will be gradual Michael Hirson November 4, 2022 11:40 AM
China 3Q GDP data do not point to a sustainable recovery; policy and political signals remain key Michael Hirson October 24, 2022 12:33 PM
China: Xi’s power play increases risks for markets and the economy Michael Hirson October 23, 2022 11:26 AM
