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China Macro Economy - Stronger start to the year for economic recovery, while domestic demand remains the primary constraint	CMS (HK) Research	2026-03-17
China Macro Economy - Bond allocation window opens	CMS (HK) Research	2026-02-10
China Macro Economy - External disruption may amplify after Chinese New Year	CMS (HK) Research	2025-12-30
China Macro Economy - Under the Microscope: How to reverse the growth deceleration trend	CMS (HK) Research	2025-12-29
China Macro Economy - Under the Microscope: Service consumption emerging as key driver of household spending growth	CMS (HK) Research	2025-12-19
Economic Data Review (November 2025) - Demand remains sluggish	CMS (HK) Research	2025-12-17
Inflation Data Review (November 2025) - Inflation uptrend intact	CMS (HK) Research	2025-12-12
China Macro Economy - 2026 liquidity outlook – policy meaning of “moderate accommodation”	CMS (HK) Research	2025-12-12
Our takes on November exports & imports - Exports of new-quality productivity-related products showed strong growth	CMS (HK) Research	2025-12-11
Macro report - FOMC Meeting Takeaways: 25bps Cut Inline. Three Rate Cuts Likely Next Year	Ning Bo,Guo Shuyin	2025-12-11
宏观报告 - FOMC会议解读：如期降息25bps，我们预计明年仍有三次降息	宁铂,郭书音	2025-12-11
Fiscal Data Forecast (November 2025) - Policy-driven instruments continue to support credit loans	CMS (HK) Research	2025-12-10
China Macro Economy - Under the Microscope: Property prices to play a limited role in 2026 reflation	CMS (HK) Research	2025-12-05
November PMI Review - Services spending retreated remarkably during low season	CMS (HK) Research	2025-12-02
China Macro Economy - Awaiting the Rally	CMS (HK) Research	2025-11-27
China Macro Economy - Under the Microscope: Demand drivers for reflation next year	CMS (HK) Research	2025-11-25
宏观报告 - 美国非农数据矛盾加剧，预期分歧加深：我们维持12月“预防式降息”判断	宁铂,郭书音	2025-11-21
Macro report - U.S. NFP Mired in Contradictions, Deepening Divergence in Expectations; We Remain the View of a Potential Dec “Insurance Cut”	Ning Bo,Guo Shuyin	2025-11-21
China Macro Economy - Under the Microscope: China’s new school breaks to boost travel and service consumption	CMS (HK) Research	2025-11-20
Fiscal Data Review (October 2025) - Adjustment in year-end fiscal expenditure and targets	CMS (HK) Research	2025-11-20

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