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LATEST INSIGHTS

China’s Lagging Consumption Is 2021 Key Trend To Watch
Leland Miller joins Bloomberg Surveillance to discuss the Problems with China GDP-watching (15:15)

LATEST INSIGHTS

Why China’s official data don’t add up
GDP growth is nowhere near the official figures as interior provinces are in recession

@ChinaBeigeBook

“China’s own numbers as well as independently collected economic data do not tell the story of a blockbuster rebound. Instead, they show a full-year recession hiding in plain sight,” with economic numbers being “wildly inflated:” ⁦@shehzadhqazi⁩ https://www.barrons.com/articles/the-great-chinese-rebound-not-so-fast-51611622798

"Ant plans to sell its prized US asset amid heightened tensions bt 🇨🇳&🇺🇲 over #China’s fast-growing tech sector & scrutiny over US user data...Planned sale of EyeVerify comes as Ant looks to raise capital in anticipation of fines & restructuring costs"

https://www.ft.com/content/75e9673a-1329-45b6-b76f-d40ceb1c1b0b

Thread: Who are the rising stars of Chinese elite politics?

For @MacroPoloChina I analyzed 2020's new provincial Party Secretaries and Governors w.r.t. age, location, and ties to Xi Jinping

Many are Politburo contenders at the 2022 Party Congress (1/)

https://macropolo.org/chinese-politics-rising-stars-provincial/

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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.