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LATEST INSIGHTS

CBB’s Miller Explains the Mystery Behind China’s Q2 Loan Demand
Leland Miller says loan demand will be the absolute key thing to watch in China for the next three or four months.

@ChinaBeigeBook

"A '19 report found volume of goods made in camps & entering US supply chains is⬆️. Bc these often hidden in lower tiers of complex global #supplychain, standard due diligence unlikely to be effective"

Any co w/o an active war-room is asking for trouble

https://www.supplychaindive.com/news/xinjiang-uighur-human-rights-abuses-supply-chain/580936/

US-China #Phase1 update:

May goods exports to #China ⬆️ & now "only" $200M behind May '17. Ofc, by now supposed to be $3B+ ahead

Jan-May almost $9B behind Jan-May '17. Q1 services $2B behind, supposed to be $4B ahead

'20 vs '17 =the key. But ultimate Q: will POTUS defend this?

Indeed. Business lending is falling right now, esp at SMEs, mostly due to a surprising slide in their loan demand

OTOH, property investment, & presumably speculation w/it, jumping sharply. And particularly in those areas of property that have been no-go for past 3yrs

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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.