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LATEST INSIGHTS

CBB’s Miller Explains the Mystery Behind China’s Q2 Loan Demand
Leland Miller says loan demand will be the absolute key thing to watch in China for the next three or four months.

@ChinaBeigeBook

"Spurred by recent events, 100s of 1000s of 🇨🇳factories are re-focusing on the domestic mkt of 1.4B people. They're turning to cos like Alibaba, Pinduoduo & http://JD.com, w/yrs of observing consumer behavior, in what could be a long-term pivot"

https://www.bloomberg.com/news/articles/2020-09-24/alibaba-s-big-data-is-helping-china-s-exporters-pivot-to-china

"Defaults by Chinese firms on their USD debt have ⬆️signif this yr as #coronavirus, an oil slump & US-#China tensions have hurt biz & reduced their ability to repay...USD bond defaults by 🇨🇳firms have jumped 3x to $12B so far this yr, from $4B all of '19"

https://www.scmp.com/economy/china-economy/article/3102535/chinas-us-dollar-debt-defaults-climb-coronavirus-us-tensions

NEW: A judge has temporarily blocked an order from the Trump administration that would have banned TikTok from being downloaded from US app stores

https://www.cnbc.com/2020/09/28/tiktok-ban-judge-blocks-order-banning-downloads-from-us-app-stores-.html

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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.