https://geo.articuly.com/tags/a-share-market/ Recent content in A-Share Market on Geopolitics & Economy Hugo en-US Fri, 01 Aug 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-08-01-supply-side-reform-2.0-a-share-market-and-china-us-economic-game-analysis/ Fri, 01 Aug 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-08-01-supply-side-reform-2.0-a-share-market-and-china-us-economic-game-analysis/ This article analyzes the central role of Supply-Side Reform 2.0 in driving the current A-share market, compares the similarities and differences in the logic between Supply-Side Reform 1.0 in 2015 and the current round of policies, interprets the implications of macroeconomic indicators such as the M1/M2 spread and credit pulses, and examines the impact of the economic policy standoff between China and the United States on capital markets, as well as the potential for future inflows of foreign capital. https://geo.articuly.com/posts/2025-08-01-china-stock-market-us-economy-commodities-analysis/ Fri, 01 Aug 2025 00:00:00 +0000 https://geo.articuly.com/posts/2025-08-01-china-stock-market-us-economy-commodities-analysis/ This paper analyzes the key characteristics of China’s social financing data for June 2025, interprets the implications of the M1-M2 spread for capital markets, and examines the channels through which expectations of Federal Reserve interest rate cuts affect global capital flows and the Chinese economy.