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MP Econ Issue 20: China’s First Half Economic Outlook
In this special feature, we are including our 1H2024 Outlook. The PDF report can be downloaded here and will also go live on our website tomorrow…
MP Econ Issue 19: China Economy and Debt
By Damien Ma and Houze Song Like many, we have been grappling with what to make of the Chinese economy’s prospects. It is evident that serious risks…
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MP Econ Issue 18: 3Q2023 Outlook: Chinese Economy Bottoms Out
Download 3Q2023 Outlook Key Takeaways: Quarterly growth will likely bottom out at ~4%, as no “big bang” stimulus is forthcoming. Stimulus measures will…
MP Econ Issue 17: Where’s the Demand for the Chinese Yuan?
Ever since the global financial crisis, prognostications of the demise of the US dollar have come and gone. Now that the idea of a “common BRIC…
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MP Econ Issue 16: US Regional Bank Crisis Will Affect How China Manages Financial Risk
While the fallout from the Silicon Valley Bank (SVB) crisis won’t have a direct impact on China, it will affect how Beijing manages risk among its own…
MP Econ Issue 15: Default Position: LGFV Defaults Loom
As our “China’s Debt Hangover” has shown, China will need to reckon with its local debt problem sooner rather than later. Since 2022, the property…
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MP Econ Issue 14: China’s First Quarter Economic Outlook
In this special feature, we are including our 1Q2023 Outlook. Excerpts of the takeaways and introduction are below; the full report can be accessed…
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Houze Song's Two Fen

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