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LATEST INSIGHTS
China’s Hidden Q3 Revamp of Investment Data
Leland Miller joins Bloomberg Radio to discuss how Beijing just took a chainsaw to the way it calculates FAI
@ChinaBeigeBook
Shockingly, a Chinese govt number is way off.
"#NATO should devote more resources to security threats posed by #China even while seeking to deter Russian aggression, per a high-level report made public Tues...Study followed criticism the alliance is experiencing 'brain death'..."
https://www.wsj.com/articles/nato-should-expand-its-focus-to-include-china-report-says-11606820403
"Loans related to the property mkt acct for 39% of total bank loans in #China - to say nothing of a large amt of bonds, equities & trust investments," Guo said. “It’s safe to say the property mkt is the greatest grey rhino in terms of financial risks"
https://www.reuters.com/article/us-china-banking-idUSKBN28A1SY
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
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China Trade War Didn’t Boost U.S. Manufacturing MightOctober 30, 2020
U.S., China Friction Will Persist After the Election. Here’s What Investors Should Expect.October 30, 2020
Why China’s official data don’t add upOctober 29, 2020- U.S. Senate Bill Aims for More Financial Restrictions on China. Here’s How That Could Play Out.October 28, 2020
Why China’s dramatic economic recovery might not add upOctober 25, 2020
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.