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China & Global Supply Chain Risks: Leland Miller’s Fireside Chat at F3 Conference

CBB CEO Leland Miller gave the keynote address at this year’s Future of Freight Festival, where he discussed the paradigm shift in China’s growth model, future of China’s Covid-Zero policy, the biggest lessons from CBB’s 2022 data, and the wrong way to wargame the risk of war over Taiwan.

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.

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

1/ The U.S. is in the advanced stages of discussing new sanctions on Chinese surveillance companies over sales to Iran's security forces.
A thread on China's involvement in Iran's surveillance state:
@WSJ exclusive: w/ @benoitfaucon https://www.wsj.com/articles/u-s-weighs-sanctions-for-chinese-companies-over-iran-surveillance-buildup-11675503914?mod=hp_listb_pos1

#Goldman, which called a #commodities #supercycle in 2021, then 2022, then 2023, now appears to be calling it for...2024.

Imagine how much better WallSt research would be if there were actual repercussions for being consistently wrong.
https://www.bloomberg.com/news/articles/2023-02-05/oil-market-faces-production-issue-in-2024-goldman-s-currie-says

SNL Spy Balloon Cold Open

https://www.youtube.com/watch?v=gG3kUa8uM4c

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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.