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LATEST INSIGHTS

Chinese growth figures mask the larger picture
Headline Chinese economic growth slowed to the weakest pace in at least 27 years in the second quarter, but that figure is far from telling the entire story.

@ChinaBeigeBook

There's only 1 Beige Book that matters now

Wondering what kind of unique, proprietary data we use to build our models?

Here's one of the #China shadow finance charts we shared earlier this wk w/@CNBC. Note Q2's on-quarter jump in usage was the largest we've seen in *8 yrs* of tracking the shadow banking sector.

"A survey of >3,300 businesses in #China from privately-run China Beige Book showed firms in Q2 reported the highest share of borrowing from the shadow banking sector in the survey’s history...every major sector reported jumps"

@chengevelyn @CNBC

https://t.co/pd3x1WT8HL

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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.