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
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
