★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…McAlinden Research PartnersJune 8, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeMonetary Policy China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…McAlinden Research PartnersMay 4, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyPolitics & Policy China Signals New Stimulus Measures, But All Signs Point to Persistent Real Estate Struggles Chinese equities have staged a major comeback over the last week after Beijing mounted a verbal intervention to reverse a…McAlinden Research PartnersMarch 23, 2022
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction China Leans on Loosening up Mortgages to Boost Real Estate Sector, Maintain Economic Growth Following another round of missed coupon payments by China's Evergrande, default is looking more inevitable than ever. A long road…McAlinden Research PartnersDecember 8, 2021