Paid-members only QuickScan: Data Dump July 2023 We take a look at recent economic data, the housing market and household sentiment. We remain cautious since we believe there are still too many drags on sentiment.
Paid-members only Data Dump QuickScan: Data Dump May 2023 We take a look at recent economic data and examine the drop in household deposits and slowly improving WMP yields.
Paid-members only Private Investment Featured DeepDive: Private Investment Slowdown China’s private sector share of fixed asset investment has been on a downward trend for years. We provide a quantitative textual analysis that looks at the relation between the decline and official language on private investment in recent years.
