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LATEST INSIGHTS

China’s First Quarter Recovery Is Unmistakable, Beige Book Says
China’s economy showed an unmistakable first-quarter recovery after a weak end to 2018, though the level of new borrowing casts doubt on the sustainability of the rebound.

@ChinaBeigeBook

“#China is already facing financial strain,” CBB's Scissors told @YahooFinance. “When BRI was launched, China’s FX reserves had been rising for >20 yrs. They fell 2014-16. Now they're stable, but are considerably worse than 5yrs ago.”

@aarthiswami

https://t.co/EZtX2KNOUM

"The new EU Chamber in #China annual survey shows 20% of members report being compelled to transfer technology for mkt access, up from 10% 2yrs ago. 25% say its currently ongoing, while 39% say the transfers occurred <2yrs ago"

@michaelvmartina @Reuters

https://t.co/aBSKa6VK4T

"The #Huawei reprieve eases tensions bt the US & #China as they seek to get #trade talks back on track. 'The exceptions show the blacklist order has always been for leverage in the talks,' said CBB's Scissors"

@johndmckinnon @danstrumpf @kubota_yoko @wsj

https://t.co/vBp5ec7R3K

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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.