Super interesting. Just two observations: on the table of next events, Year of the Dragon is this current year right? Do you mean spending will be boost by year end?
On the three exempts policy, I have been trying to look for other sources (including Xinhua that you cite) but I cannot find it. Could you please guide me to the original source?
Much appreciated. Thanks a lot for all your work, I really enjoy it.
By the way I believe the ID of the china property bonds ID vs Description may have some issues. For example FTLNHD 4.8 12/15/24 belongs to New Metro Global. COGARD although I cannot find it in IBKR sounds more like Country Garden. Greetings!
Great peice! I have finished now a more advanced trading course that took me good part of my free time for the last year. Now, I better appreciate the level of sofistication that the Citrini Team offers. Furthermore, with the help of LLMs I have been deepening my understanding of the concepts and trades that you present... and compared to other fundamental investing services... you are professional killers! So excited to keep discovering the world through your analysis. Thanks!
all in all, it's just another Cit in the wall
Hi,
Super interesting. Just two observations: on the table of next events, Year of the Dragon is this current year right? Do you mean spending will be boost by year end?
On the three exempts policy, I have been trying to look for other sources (including Xinhua that you cite) but I cannot find it. Could you please guide me to the original source?
Much appreciated. Thanks a lot for all your work, I really enjoy it.
Best
Bullish fiscal profligacy like in the U.S.
By the way I believe the ID of the china property bonds ID vs Description may have some issues. For example FTLNHD 4.8 12/15/24 belongs to New Metro Global. COGARD although I cannot find it in IBKR sounds more like Country Garden. Greetings!
Great peice! I have finished now a more advanced trading course that took me good part of my free time for the last year. Now, I better appreciate the level of sofistication that the Citrini Team offers. Furthermore, with the help of LLMs I have been deepening my understanding of the concepts and trades that you present... and compared to other fundamental investing services... you are professional killers! So excited to keep discovering the world through your analysis. Thanks!
excellent work... few excel sheet are broken and comes with =BDP() link vs values.. no rush but if you want to save again and fixt it.... example https://citrini.docsend.com/view/mggi4cfx89895rne
Thanks for flagging that. Here is a link to the flattened worksheet. https://citrini.docsend.com/view/9523d3c2ahmx4rjr