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The Chinese Economy’s Grand Pivot?

In a private roundtable for members, CBB’s Shehzad Qazi presented to the American Chamber of Commerce in China on the implications of the Evergrande crisis and why China’s growth model will have a brand new playbook for Xi’s coming third term.

Demystifying the Latest Data: NCUSCR’s Orlins Interviews Leland Miller

The National Committee held an event on March 25, 2021 with Mr. Leland Miller, where he explored the latest developments in China’s economy and their impact on the Sino-American relationship and Biden administration policy.

China’s Paradigm Shift with Leland Miller

China Economy Financial Literacy with Leland Miller of China Beige Book. We discuss the changing economic model in China and his assessment that the era of debt-fueled growth is over. Their data suggests that the government is now trying to slowly rid the economy of excess debt, zombie corps, etc and transition to a model of slower, more stable growth.

@ChinaBeigeBook

Nearly a year now since emerging market stocks stopped emerging...

JUST IN:
#PBOC injects 200 billion yuan of 14-day reverse repo, as 100 billion yuan maturing, the central bank injects 100 billion yuan net a net basis today.

*Last 200 reverse repo was on December 29. PBOC is preparing for the Chinese Lunar New Year.
#China #liquidity

Moody's:
Covenant protections of China #Evergrande's bonds against known structural subordination risk have loosened or been eliminated to the detriment of offshore bondholders
Evergrande's weakened covenants have endangered debt servicing and further subordinated offshore bonds

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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.