China Macro Monthly 102020 CLIENTS APPROVED
Newsletter
China Macro Monthly 092020 CLIENTS
China Macro Monthly 082020 CLIENTS
China Macro Monthly 072020 CLIENT APPROVED
China Macro and Stock Market July 2020 CLIENTS FINAL
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US-China Trade War, Recession, Chinese Ecommerce Slowdown – July 2018
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Caution on China Macro, RMB, ADR Earnings in H2 2018
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Top Ideas Q2 2018
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CBPO: China’s Healthcare Two Invoices System Consolidates Drug Distribution and Cuts Manufacturers Margins – Sep 5, 2017
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China’s July Macro Review – Aug 9, 2017
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What Trump’s TPP Withdrawal Means for China and RMB – Jan 14, 2017
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JLW Year End Letter to Clients – Cap Outflow, RMB, Housing Market, Macau, AAPL, YUM, BYD Auto, Netease – Dec 13, 2016
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US Election and China, Chinese Inflation, FX, Oct Outbound Tourism, Housing Market – Nov 10, 2016
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China’s Rising Birth Rates in H2, Auto Tax Reduction Extension, Housing Market – Sep 29, 2016
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China Macro Q3 2016 – Sep 22, 2016
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Is QIHU’s Delay Related to Premier Li’s Early “Retirement”? – May 13, 2016
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FAQs on RMB, Banks NPLs, Housing Market and Growth – Mar 29, 2016
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China Update: Macau Slows, KFC Rebounds, iPhone Slumps – Mar 8, 2016
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Chinese Unsecured Sub- Prime Unsecured P2P Loan Crisis – Feb 9, 2016
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Q4 2015 Quarterly Client Letter – Feb 1, 2016
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