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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

"China policy banks provide the biggest pool of public financing for #coal around the 🌍, >$51B since '00...From '90-'18, #China’s coal consumption ⬆️from 1B tons to 4.6B...Past 9 yrs, 🇨🇳coal consumption =larger than rest of 🌍combined"

@NorthropKatrina

https://www.thewirechina.com/2020/09/27/coal-pushers/

“If the argument is we need high-paying #manufacturing jobs bc they fit the skill set of many being left out, thats an argument for deglobalization,” CBBs Scissors tells @nytimes. “We wld have to have some deglobalization for this to work”

@portereduardo

https://www.nytimes.com/2020/09/28/business/economy/biden-trump-made-in-usa.html

QUAD: U.S. Secretary of State Mike Pompeo and foreign ministers Toshimitsu Motegi of Japan, Marise Payne of Australia and Subrahmanyam Jaishankar of India to meet in Tokyo on Oct. 6.
https://s.nikkei.com/33fo5Lf

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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.