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LATEST INSIGHTS
Leland Miller on U.S, China Trade Negotiations
Leland Miller discusses U.S, China trade negotiations.
@ChinaBeigeBook
"Over-bidding in part reflects quirks in the way debt & equity are issued. But also reflects a surge in issuance—helped by an unusual embrace by policymakers. So far in '19, Chinese cos have issued a record $40B of convertibles, ⬆️80% YoY"
@KangHexin @FT
https://www.ft.com/content/4a524ca6-007f-11ea-b7bc-f3fa4e77dd47
One thing that seems to have come out of the 4th plenum is a serious determination to force local authorities to clean up and recapitalize local and provincial banks. There are basically three ways they can do this. One way is to force mergers among the banks, but because all... https://twitter.com/markets/status/1194104916937256960
"The Admin knows it has to neutralize #fentanyl as a political issue to make a deal w/#China, & Beijing has figured out it has to cooperate if it wants a deal w/the US,” Scissors tells The @Guardian. “There has to be progress or a deal cant hold together"
https://www.theguardian.com/us-news/2019/nov/10/opioids-us-china-trade-deal-trump
About Cbb
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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.
CBB IN THE News
China Beige Book CEO on trade: It’s a totally different environmentOctober 11, 2019
The Trade War Is Only Getting WorseOctober 10, 2019
Trump’s Call to China to Investigate Biden Could Complicate Trade TalksOctober 4, 2019
Trump throws an impeachment stink bomb into China trade talksOctober 4, 2019
The tricky business of investment restrictionsSeptember 30, 2019