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LATEST INSIGHTS


China Beige Book Says Economy Is Better Than Official Data Show

The picture of China’s economy slowing in the second quarter is misleading, or even inaccurate, with retail sales and investment actually stronger than the official data show.

@ChinaBeigeBook

"The reliability of official data is once again in Q after the govt released conflicting ag sector energy use #s...The irony is that for yrs, electricity consumption was regarded as one of the few truly reliable measures of China's econ performance."

https://t.co/F8R1rftFLl

From CBB's mid-June commentary:

"As is often the case in #China, the govt doesn't publicly acknowledge weakness until it has already stepped in to remedy it...expect lagging official data to follow the trail of our data in the coming mos"

@Chao_Deng @WSJ
https://t.co/IVkfvNyjru

Wondering why we were so upbeat on Q2 property? Here we share our breakdown of Q2 construction activity w/@WSJ @soberlook (#China chart 4)

https://t.co/wkZvqmfuOb

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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.