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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.
Real Vision: ‘What Markets Got Wrong About China 2020-22’
In a must-watch interview for investors in Chinese companies, China Beige Book CEO Leland Miller takes you past the headlines. Hosted by 42 Macro founder and CEO Darius Dale, Miller presents a data-based analysis of the Chinese economy, sharing how his firm’s intensive proprietary research casts doubt on official narratives from Beijing about the speed and composition of China’s COVID recovery. (Recorded December 17, 2021.)
@ChinaBeigeBook
Alternatively...
Chinese officials are making plans for Xi Jinping to visit Southeast Asia and meet face-to-face with President Biden in November, say people familiar with the matter @QiZHAI https://www.wsj.com/articles/chinas-xi-jinping-plans-to-meet-with-biden-in-first-foreign-trip-in-nearly-three-years-11660318437
"Boards must devote more time to geopol risk assessmt & contingency planning"
When we started presenting to corp boards on mitigating #China risk back in '16, many paired us w/"on-ground China partners" who invariably deemed all risks overblown. No more.
https://www.ft.com/content/0a03a58c-01ed-4b7e-8891-c9267f2dd7e6
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.
