China Investment Conference 2022
China Quantitative Insight
Grassroots data driven intelligence content, leveraging our extensive HOLT data library and new alternative data sources to bring our clients a unique level of insight across several industry sector and macro trends.
China’s Carbon Challenge – Industrial transformation and the road to carbon neutral
Find out how China, world’s largest emitter of greenhouse gases, can reach peak carbon by 2030 and carbon neutrality by 2060.
Ready to retire – China's baby boomers step down
It’s the largest cohort of retirees in human history, 245 million Chinese will retire this decade. See this CQi report for what it all means.
CQi Strategy: Power outages no flash in the pan: supply challenges to endure over the medium term
Power outages affecting Sichuan and other provinces reflect an enduring – not a temporary - power supply challenge that China will be under pressure to address over the next several years.
CQi Strategy: Parsing the infrastructure stimulus
In the wake of recent announcements of additional infrastructure stimulus, CQi dives into the major funding sources of government infrastructure spending and assesses their growth potential in 2022.
CQi Strategy: With cases rising and China sticking to zero COVID, what does the off ramp look like
China is likely to cling to its zero-COVID policy, despite the sharp rise in cases in recent weeks.
CQi Strategy: China’s industrial upgrading paying off
While there is much attention this year on China’s property and infrastructure sectors, CQi suggests that investors instead pay attention to industrial upgrading.
CQi Business Monitor: July survey shows more weakness in demand, inventory and employment
The rebound among the manufacturing and service SMEs on the CQi panel proved to be short-lived.
CQi Consumer Monthly Watch: Consumers see a gloomy future
CQi’s latest monthly consumer survey sees sentiment weaken again. Consumers are frustrated by the recurring Omicron outbreaks and related control measures.
CQi Beer: Growth continues but premiumization slows, bottoms up study reveals
The survey shows beer consumption continues to grow this year, but momentum may slow.
CQi Healthcare: TAVR momentum expected to slow in 2022 despite policy tailwinds
China’s transcatheter aortic valve replacement (TAVR) will experience slower growth this year due to the impact of COVID lockdowns in 1H, according to cardiologists and a cardiac surgeon CQi spoke with recently.
CQi Property: Mortgage boycott impact mild; broader property sentiment softens
The CQi property showroom manager panel reports that the impact of mortgage strikes on the property market has been mild and the crisis is unlikely to spread widely.
CQi Materials: Recovery subdued; power outage Déjà Vu?
Most of the CQi materials panels saw weaker-than-expected YoY demand in July due to the rebound of COVID cases and extreme weather.
CQi Solar Bulletin: Costly modules may cause polysilicon price correction
CQi’s surveys show new order growth in both the overseas and domestic market remains upbeat and the strong momentum appears sustainable for now.
CQi NEV Market Monitor: Who will be the main buyers in the next 12 months, and which new models will prevail?
Our latest surveys reveal the likely main buyers of NEVs in the next 12 months in China, and their key considerations in making purchasing decisions.
CQi Financials: Mega fund: China’s new private pension scheme
Against a background of China’s fast growing aging population and the shortfall in national pension funding, China is in the late stages of launching a full private pension scheme.
