野村：中国每周图表集：现实来袭

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Asia Insights Global Markets Research Economics - Asia ex-Japan The Hong Kong stock market rally since late January was driven by rounds of calls for a "China's Sputnik moment" and a re-evaluation of China's strength in manufacturing and tech. While we agree that part of the euphoria is justified, as China has been making steady progress, and occasional breakthroughs, in some key sectors, markets should not forget that China's property collapse is not yet over, the damaged fisca ...