Macro Analysis /
China

China: Embracing the "Post-Bubble Era"

    Duncan Wrigley
    Duncan Wrigley

    Chief Strategist

    Everbright SHK
    7 July 2019
    Published by
    EBS Chief China Analyst Dr Zhang's slides for his NY road show mid 2019, a bit dated but I wish to highlight this because this slides illustrates our macro unique analytical process, ie using a financial cycle/economic cycle framework applied to both China and the US.