CHINA BULLETIN: U.S. Ratchets Up Strategic Tariffs
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,…
CHINA BULLETIN: Provinces Get Set for Slower Growth
In this week’s issue provincial economic realism, a new reserve rate cut and vanishing game regulations. On a scale of 1 to 100, we give the week a 50 for…
CHINA BULLETIN: Manufacturing Contracts, Foreign Investment Plunges
In this week’s issue local governments line up for handouts, solar sector gets squeezed and Shein smiles on Britain’s Missguided fashion.
CHINA BULLETIN: Rare Signs of Improvement in Industrial Output, Retail Sales
In this week’s issue fleeing foreign investors, TikTok opens a new U.S. shop and Moutai gets chocolaty. On a scale of 1 to 100, we give the week a 45…
CHINA BULLETIN: Consumers Say ‘No’ to Chinese Goods
In this week’s issue exports and factory prices sag, Huawei takes a new blow and Sequoia splits. On a scale of 1 to 100, we give the week a 60 for offshore-listed China stocks.
PODCAST: China’s space ambitions, and Evergrande’s ‘Lehman moment’
China builds a low Earth orbit satellite constellation to rival Elon Musk’s Star Link. And Evergrande faces a potential “Lehman moment” as it fails to negotiate new terms for its massive debt with key creditors ahead of a key court date.
CHINA BULLETIN: Property Keeps Slumping
In this week’s issue local governments suffer from Covid payment burnout, China callers turn off 5G and Tencent dumps Meituan. On a scale of 1 to 10, we give the week a 6 for offshore-listed China stocks.
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