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【Fixed Income Research】Fixed Income Daily Market Update (20 May 2022)

[2022-05-20]
中国银行业、万国数据，同程旅行业绩点评

[2022-05-20]
【Fixed Income Research】Fixed Income Daily Market Update (19 May 2022)

[2022-05-19]
中国地产行业引入领先指标建议买入 / 腾讯、三一国际一季度业绩点评

[2022-05-19]
【Fixed Income Research】Fixed Income Daily Market Update (18 May 2022)

[2022-05-18]

Market Strategy

CMBI Research Focus List – Our best high conviction ideas (May 2022)

[2022-05-16]
Strategy Report: China / HK Market Weekly – Consumer stocks gained on lockdown easing

[2022-05-16]
Strategy Report: China / HK Market Weekly – Focus turning to Q1 earnings & policy support

[2022-05-10]
Strategy Report: China / HK Market Weekly – Another policy-driven rebound

[2022-05-03]
Strategy Report: Macro Strategy – Impact of Renminbi depreciation; stocks with positive and negative impact

[2022-04-26]

Macroeconomics

【Economic Perspectives】China Economy–The worst is over, but takes time for resumption

[2022-05-17]
【Economic Perspectives】China Policy – Severe credit shrinkage amid lockdowns

[2022-05-16]
【宏观研究】全球市场观察：美国通胀筑顶，中国经济筑底

[2022-05-10]
【Economic Perspectives】China Economy – Exports & imports further slowed

[2022-05-10]
【Economic Perspectives】China Policy – Implications of the Politburo meeting

[2022-05-03]

Securities Analysis

【Company Research】Huya Inc. (HUYA US) – Challenges to linger

[2022-05-20]
【Company Research】Tongcheng-Elong (780 HK) – Looking into 2H22E recovery

[2022-05-20]
【Company Research】GDS (GDS US) – Lockdowns add uncertainty to move-in schedule

[2022-05-20]
【Company Research】GDS (9698 HK) – Lockdowns add uncertainty to move-in schedule

[2022-05-20]
【Company Research】Xiaomi (1810 HK) – Weak 1Q22 in-line; Expect short-term challenges

[2022-05-20]

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