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LATEST INSIGHTS

China’s Recovery Faces Off Against Lagging Consumption, Tightening Credit
Derek Scissors joins Bloomberg Radio to discuss potential headwinds to 2021 growth

LATEST INSIGHTS

The Great Chinese Rebound? Not So Fast.
China’s own numbers as well as independently collected economic data show a full-year recession hiding in plain sight.

@ChinaBeigeBook

"Pharma groups signed partnerships w/🇨🇳biotech start-ups at a record rate last yr despite concerns over IP rights & data security...A record 271 cross-border licensing pships were agreed in '20 bt cos incl #Roche, #Bayer, #AbbVie & #Pfizer & 🇨🇳pharma cos"

https://www.ft.com/content/c2bec4c8-3345-4792-a915-9e906f6d4d64

"Given #China faces a population time bomb, w/plummeting birth rates & a rapidly ageing workforce, Pres Xi & the core leadership—all men—need to come up w/effective policies as they meet in Beijing for the annual legislative sessions"

https://www.scmp.com/news/china/politics/article/3124440/china-wants-more-babies-chinas-women-have-other-plans

"#China’s main stock benchmark entered a correction Mon, on concerns abt liquidity & lofty valuations...CSI 300 Index ⬇️3.5% on Mon, piercing thru its 100-day moving avg...Correction comes just 13 days after gauge closed at its highest level since '07"

https://www.bloomberg.com/news/articles/2021-03-08/china-s-csi-300-at-lowest-in-2021-as-market-darlings-lose-luster

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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.

Trump approves TikTok deal with Oracle, WalMart

Leland Miller calls the new TikTok deal “icky” and thinks giving Oracle a stake in the business is a dicey proposition.