China's First PMI in 2013: Disappointing or Intentionally Conservative for Rainy Days Coming?
Though the 50.6 NBS PMI reading is below consensus and thus could be a bit disappointing, markets won't turn bearish
The Chinese Year of Snake: A Market Twisting High and Low
In 2012, macro environment was anemic to asset prices in 1H but turned increasingly supportive in 2H. In 2013, we expect the exactly the opposite.
Is China's Old Growth Model Sustainable: a Big Bull vs. a Big Bear
Whereas Lin is a "growth bull," whose model is built on constant growth rates, Qin's analysis focuses more on the issues facing the new Chinese leaders and places more importance on the private sector being the driving force in the future rather than on a "government dominated economy" from the past.
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