This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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13 Feb 23
China - Leverage Up But No Boost
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
25 Apr 22
China - The Predictable Fate Of The Yuan Pegasus
#Finance#China#Strategy Archive#COVID-19#Exchange Rates#USD#Exports#Real Estate#Capital Flows#Renminbi (RMB)#Yuan#SGD#AUD#Economic Policies#Multiplier Effects#Economic Disruption.
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
04 Oct 21
Beyond Evergrande
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
10 May 21
GS China House Prices
#China#Strategy Archive#Leverage#Government Policies#Real Estate#Property Market#Local Governments#Macro Policy#Mortgage Lending#Land Supply#Housing Affordability#Economic Impact
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
28 Apr 20
Post Covid 19 Micro Trends
#Technology#Strategy Archive#Healthcare#Education#Real Estate#Retail#E-Commerce#Trends#Travel#Al#Machine-Learning
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
03 Oct 12
Spain - Stress Tests, Realistic Or Optimistic
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
04 Jan 11
Asia - A Game Of Two Halves 1
#Asia#China#Taiwan#Strategy Archive#Crisis#Debt#Growth#Inflation#Commodities#Malaysia#Hong Kong#Real Estate#India#Singapore#Indonesia#Bubbles
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
06 Jul 10
China Bubble
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
17 Nov 09
China - Bubble Bubble Toilet Trouble
#China#Markets#Strategy Archive#Economy#Credit#Government#Hong Kong#Real Estate#Bubbles#Property#Regulation
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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