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LATEST INSIGHTS

China’s Hidden Q3 Revamp of Investment Data
Leland Miller joins Bloomberg Radio to discuss how Beijing just took a chainsaw to the way it calculates FAI

LATEST INSIGHTS

Why China’s official data don’t add up
GDP growth is nowhere near the official figures as interior provinces are in recession

@ChinaBeigeBook

Shockingly, a Chinese govt number is way off.

"#NATO should devote more resources to security threats posed by #China even while seeking to deter Russian aggression, per a high-level report made public Tues...Study followed criticism the alliance is experiencing 'brain death'..."

https://www.wsj.com/articles/nato-should-expand-its-focus-to-include-china-report-says-11606820403

"Loans related to the property mkt acct for 39% of total bank loans in #China - to say nothing of a large amt of bonds, equities & trust investments," Guo said. “It’s safe to say the property mkt is the greatest grey rhino in terms of financial risks"

https://www.reuters.com/article/us-china-banking-idUSKBN28A1SY

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About Cbb

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.