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China & Global Supply Chain Risks: Leland Miller’s Fireside Chat at F3 Conference

CBB CEO Leland Miller gave the keynote address at this year’s Future of Freight Festival, where he discussed the paradigm shift in China’s growth model, future of China’s Covid-Zero policy, the biggest lessons from CBB’s 2022 data, and the wrong way to wargame the risk of war over Taiwan.

The Chinese Economy’s Grand Pivot?

In a private roundtable for members, CBB’s Shehzad Qazi presented to the American Chamber of Commerce in China on the implications of the Evergrande crisis and why China’s growth model will have a brand new playbook for Xi’s coming third term.

Real Vision: ‘What Markets Got Wrong About China 2020-22’

In a must-watch interview for investors in Chinese companies, China Beige Book CEO Leland Miller takes you past the headlines. Hosted by 42 Macro founder and CEO Darius Dale, Miller presents a data-based analysis of the Chinese economy, sharing how his firm’s intensive proprietary research casts doubt on official narratives from Beijing about the speed and composition of China’s COVID recovery. (Recorded December 17, 2021.)

@ChinaBeigeBook

We’re tracking these trends in real-time on the @ChinaBeigeBook data platform and we’ve got a lot to say about them! The January read-out will be released next week to clients and on @TheTerminal. https://twitter.com/shehzadhqazi/status/1618825118641160192

"1 of 🌏’s biggest ports is working to fully automate all its dock operations in a bid to cope w/#supplychain disruptions & labor shortages...Robots already run a smart terminal in 🇨🇳 requiring just a 25% human workforce...Terminal also fully driverless"

https://www.bloomberg.com/news/articles/2023-01-17/major-china-port-banks-on-robots-to-beat-post-covid-disruptions

.@ChinaBeigeBook says there were a lot of reasons to do contingency planning, but no one did it. Full #WeekAhead here w/ @TonyNashNerd: https://youtu.be/1rP6mlxU4AE #CovidZero #SupplyChains

👉Check out the CI Futures forecasting app and your diff options: https://www.completeintel.com/pricing👈

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We Guide Your China Strategy

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.