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LATEST INSIGHTS

China’s Recovery Faces Off Against Lagging Consumption, Tightening Credit
Derek Scissors joins Bloomberg Radio to discuss potential headwinds to 2021 growth

LATEST INSIGHTS

The Great Chinese Rebound? Not So Fast.
China’s own numbers as well as independently collected economic data show a full-year recession hiding in plain sight.

@ChinaBeigeBook

Actually a low estimate. Bc #China's official GDP growth was exaggerated for political purposes in 2020, govt data will need to register a much *smaller* jump than is truly the case in '21.

https://www.reuters.com/article/us-china-economy-gdp-idUSKBN2AQ090

New @ChinaBeigeBook February flash data just out to clients!

For months credit data have been illuminating & retail data boring. This month it's the other way around...

This is seriously serious. Sharpen your pencils, get the compass and charts, and get ready to add a new space to geopolitical competition at sea. https://twitter.com/ASLuhn/status/1363315951127588866

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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.

Trump approves TikTok deal with Oracle, WalMart

Leland Miller calls the new TikTok deal “icky” and thinks giving Oracle a stake in the business is a dicey proposition.