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CSI 300

A collection of 3 posts

QuickScan: External Macro Factors Still Positive

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QuickScan: External Macro Factors Still Positive

In early January, we wrote that we were seeing early signs that the external macro environment could deliver some much-needed support to China’s economy and industrial firms this year (see QuickScan: Can the External Macro Environment Prove to Be a Boon?). We believe this thesis is still intact despite

QuickScan: Politburo Update December 2023

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QuickScan: Politburo Update December 2023

Last Friday, the Politburo gathered for its final economic session this year. We compare the messages of the meeting to previous ones to identify potential policy shifts. Overall, the meeting surprised somewhat to the downside. Our latest QuickScan has more. The Politburo fine-tuned its language on monetary policy to focus

QuickScan: Taking Stock of Money Supply Developments

QuickScan: Taking Stock of Money Supply Developments

In this QuickScan, we delve into the latest money supply data. While macro data have recently painted a more positive picture overall, the gap between narrow and broad money supply remains deeply negative, pointing to continued caution among businesses and households. We explain why we think that matters. The gap