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LATEST INSIGHTS

Will Chinese Commodities Derail The Global Reflation Trade?
Leland Miller and Derek Scissors on why investor excitement over Chinese capacity cuts this winter is oversold, and the serious implications for the global reflation trade.

@ChinaBeigeBook

Next time someone tells you #China's economy is ready to take over the world, remember this is the economic mindset that underpins it.

https://t.co/4hstyhfExp

You can order banks to stop issuing WMPs, for a while, or else. But you can’t stop yield-chasing w/o true deleveraging.

https://t.co/XRduEAWvQc

Phew. Not manipulating data, just fiddling with it.

https://t.co/YtegCDdBbx

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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.