China retail sales growth slows further in August. This is the slowest retail growth in data history, excluding the COVID period and the 1984 and 1990 recessions. It's concerning. Given that disposable income growth is still 4-5%, the propensity to consume must have been very

Hao HONG 洪灝, CFA @HAOHONG_CFA ·
China retail sales growth slows further in August. This is the slowest retail growth in data histor…

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  1. #1

    In the past few years, whenever Vice Premier He Lifeng met with Ray Dalio, the Shanghai Composite either bottomed out or rebounded strongly. $FXI $KWEB $CQQQ $BABA $EWH $YINN $YAN…

    Hao HONG 洪灝, CFA @HAOHONG_CFA ·
    In the past few years, whenever Vice Premier He Lifeng met with Ray Dalio, the…
  2. #2

    In yesterday’s “The China Show” on Bloomberg, we discussed the likelihood of a policy combo, BK liquidity being squeezed by rising US yields and a flurry of IPOs this year. The pl…

    Hao HONG 洪灝, CFA @HAOHONG_CFA ·
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  3. #3

    National Day Gala. Quite spectacular.

    Hao HONG 洪灝, CFA @HAOHONG_CFA ·
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  4. #4

    This mid-autumn festival, Hong Kong has all the stars in the sky aligned for her. The Pearl of the Orient is shining ever brighter.

    Hao HONG 洪灝, CFA @HAOHONG_CFA ·
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  5. #5

    iPhone is getting older … And so are we.

    Hao HONG 洪灝, CFA @HAOHONG_CFA ·
    iPhone is getting older … And so are we.
  6. #6

    How to use the iPhone Duo.

    Hao HONG 洪灝, CFA @HAOHONG_CFA ·
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