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LATEST INSIGHTS

Leland Miller on U.S, China Trade Negotiations
Leland Miller discusses U.S, China trade negotiations.

@ChinaBeigeBook

"Over-bidding in part reflects quirks in the way debt & equity are issued. But also reflects a surge in issuance—helped by an unusual embrace by policymakers. So far in '19, Chinese cos have issued a record $40B of convertibles, ⬆️80% YoY"

@KangHexin @FT

https://www.ft.com/content/4a524ca6-007f-11ea-b7bc-f3fa4e77dd47

One thing that seems to have come out of the 4th plenum is a serious determination to force local authorities to clean up and recapitalize local and provincial banks. There are basically three ways they can do this. One way is to force mergers among the banks, but because all... https://twitter.com/markets/status/1194104916937256960

"The Admin knows it has to neutralize #fentanyl as a political issue to make a deal w/#China, & Beijing has figured out it has to cooperate if it wants a deal w/the US,” Scissors tells The @Guardian. “There has to be progress or a deal cant hold together"

https://www.theguardian.com/us-news/2019/nov/10/opioids-us-china-trade-deal-trump

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