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LATEST INSIGHTS

Leland Miller on U.S, China Trade Negotiations
Leland Miller discusses U.S, China trade negotiations.

@ChinaBeigeBook

"#China’s banks extended more new #yuan loans than expected in Sept...while total social finance rose 10.8%, to 2.27T yuan, also beating expectations. PBOC also revised up Aug's TSF to 2.02T yuan"

This keeps beating whose expectations? Certainly not ours

https://t.co/VOurHBW16D

Ofc there is no #RMB challenge to the USD, but why do we keep getting told #China wishes there to be one? Not true. Stability = name of the game

As we wrote back in '15, the "#Yuan is the Dollar painted red." And Beijing very much wishes to keep it so

https://t.co/wv4LPinJwb

"#India, the world’s 2nd-biggest wireless mkt, will hold an airwaves auction for #5G before March, according to the country’s Telecoms Minister. "If the Indian govt wants, we are open to having the source codes in an escrow acct,” #Huawei announced"

https://t.co/faZgkStdMy

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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.