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CHINA BULLETIN: U.S. Ratchets Up Strategic Tariffs

Sun, 19 May 2024 09:27:58 +0000

In this week’s issue strategic China tariffs from Washington, ‘Big Short’ investor buys China stocks and a diaper maker finds riches in Russia. On a scale of 1 to 100, we give the week a 65 for offshore-listed China stocks. Doug Young, Editor in Chief You can sign up to get China Bulletin weekly in.....

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PODCAST: A New EU Probe, and a Used Car IPO

Tue, 14 May 2024 08:07:44 +0000

The EU has launched a new probe after European firms complained of restricted access to China's huge medical equipment procurement market. Is the EU getting more aggressive on China's trade practices? And used car specialist Autostreets applies for a Hong Kong listing, touting a coming boom in Chinese used car sales. Why have Chinese traditionally preferred new cars, and what's changed now, if anything?

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CHINA BULLETIN: Services, Trade Send Positive Signals

Sun, 12 May 2024 14:32:21 +0000

In this week’s issue positive trade signals, a major EV IPO and more sagging home sales. On a scale of 1 to 100, we give the week a 65 for offshore-listed China stocks. Doug Young, Editor in Chief You can sign up to get China Bulletin weekly in your inbox. MACRO Services, Trade Send Positive.....

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PODCAST: Construction Material Woes, and a New Bull Market

Tue, 07 May 2024 07:40:23 +0000

Much has been said about China's suffering property developers, but construction material makers are also in trouble. Will the government come to their rescue? And offshore China stocks enter bull territory with a 25% rally for the Hang Seng Index. What's driving this sudden surge, and will it last?

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CHINA BULLETIN: Factories Send Mixed Signals

Sun, 05 May 2024 07:18:46 +0000

In this week’s issue mixed manufacturing messages, China stocks in bull territory, and travelers stay closer to home. On a scale of 1 to 100, we give the week a 75 for offshore-listed China stocks. Doug Young, Editor in Chief You can sign up to get China Bulletin weekly in your inbox. MACRO Factories Send.....

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CHINA BULLETIN: Blinken, Yellen Talk Up China Challenge

Sun, 28 Apr 2024 11:21:01 +0000

In this week’s issue Blinken in Beijing, a stock market surge and a Huawei comeback. On a scale of 1 to 100, we give the week a 70 for offshore-listed China stocks. Doug Young, Editor in Chief You can sign up to get China Bulletin weekly in your inbox. MACRO Blinken, Yellen Talk Up China.....

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PODCAST: Ping An Trust Misses a Payment, and SAIC Sells Down Its India Venture

Tue, 23 Apr 2024 04:36:44 +0000

Ping An Trust has missed a $100 million payment on a wealth management product tied to Zhenro, a property developer. Does this show the woes afflicting China's trust industry are creeping up the food chain to top-tier names like Ping An? And leading automaker SAIC has sold 51% of its India venture to local partners for $624 million. Is this purely a commercial move, or is it also motivated by concerns about recent China-India tensions?

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CHINA BULLETIN: China Economy Off to Strong Start in 2024

Sun, 21 Apr 2024 11:46:25 +0000

In this week’s issue GDP booms, WhatsApp gets the boot and a liquor bubble pops. On a scale of 1 to 100, we give the week a 50 for offshore-listed China stocks. Doug Young, Editor in Chief You can sign up to get China Bulletin weekly in your inbox. MACRO China Economy Off to Strong.....

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PODCAST: A Fitch Downgrade, and New Steps to Bring Back Global Tourists

Tue, 16 Apr 2024 09:13:00 +0000

Fitch has lowered its outlook on China's sovereign rating to "negative," citing economic uncertainty. What does this mean for investors, and what's the likelihood of an actual ratings downgrade? And China has ordered all hotels rated three stars or higher to accept foreign credit cards. Will this help to bring back foreign travelers after three years of Covid isolation?

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CHINA BULLETIN: Weak Inflation, Producer Price Data Hint at Flagging Rebound

Sun, 14 Apr 2024 03:33:27 +0000

In this week’s issue a China downgrade, zooming car exports, and more hotels roll out the welcome mat for foreigners. On a scale of 1 to 100, we give the week a 45 for offshore-listed China stocks. Doug Young, Editor in Chief You can sign up to get China Bulletin weekly in your inbox. MACRO.....

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PODCAST: China EVs Under Attack, and Alibaba’s Sputtering Split-up

Tue, 09 Apr 2024 03:21:49 +0000

China accuses US of unfair EV subsidies at the WTO. Will the US fight back with a counter claim against Chinese EVs? And Alibaba cancels an IPO for its Cainiao logistics unit. Is its bigger plan to break up the company falling apart?

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CHINA BULLETIN: China-U.S. Rapprochement Continues with Xi-Biden Call, Yellen Visit

Sun, 07 Apr 2024 07:05:59 +0000

In this week’s issue Xi and Biden talk, car loans get easier and a major EV listing restarts. On a scale of 1 to 100, we give the week a 65 for offshore-listed China stocks. Doug Young, Editor in Chief You can sign up to get China Bulletin weekly in your inbox. MACRO China-U.S. Rapprochement.....

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