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A collection of 2 posts
DeepDive: Data Dump January 2024
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Featured

DeepDive: Data Dump January 2024

China’s macro data remained uninspiring in December. Households maintained pessimistic expectations regarding job prospects and wages, while loan demand continued to be low amid persistently high deposit levels. While corporate loan growth was robust year to date, narrow money supply growth (M1) remained lacklustre. The market appears to be
22 Jan 2024 6 min read
DeepDive: Data Dump August 2023
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Data Dump

DeepDive: Data Dump August 2023

In this Data Dump, we delve into recent macro data and developments in the housing market. July data weakened across the board, in line with the sluggish readings of our text-based macro indicators. Loan data for July were weak across the board, coming in at the lowest level since the
16 Aug 2023 5 min read
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