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LATEST INSIGHTS

Interagency process, mid-December deadline key to U.S.-China deal
Leland Miller Inside U.S. Trade in early November that the markets were poised for “extraordinary exuberance” if the U.S. and China reached a deal at the G20, sketching out the contours of the agreement reached Saturday.

@ChinaBeigeBook

"RBC estimates a 10% #China tariff could result in @Apple's earnings per share declining by $1, whereas a 25% tariff could produce an EPS drop of $2.50. #AAPL's EPS estimate for fiscal 2019 is $13.27"

@anniegaus @TheStreet

https://t.co/p7hb0CtCcN

"NDRC has launched a program to make it easier for co's to issue bonds to pay back other debt...1 group to benefit is RE developers, many of whom could come under heavy pressure soon when a peak of debt comes due in Q1 2019"

https://t.co/4AlPy5Awwt

We'll have a lot to say about these seeming contradictions...shortly

https://t.co/inV5oCiHdr

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China Beige Book provides institutional investors and corporate decision-makers with market leading insights derived directly from our nationwide proprietary data on the Chinese economy.