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evergrande

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

Indeed. #Demographics likely a tailwind in the short term, as shrinking workforce should mean less labor mkt stress during any initial economic restructuring.

In the medium & long term it is going to be painful.

Sounds right. Most analysts have been trained to mechanically assume that RRR cuts, or TSF surges, or some high-profile rate cut, will inherently jumpstart growth.

We have a decade's worth of data showing how faulty that notion is. Watch the borrower, not the lender.

Just tell us how long we have until #quantum can break the #blockchain. The rest is academic.

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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.