PODCAST: The EU investigates Chinese EVs, and foreign investors flee China
By Doug Young & Rene Vanguestaine The European Union has launched an anti dumping probe into Chinese EVs, saying they may benefit from unfair government support. Will this kill a…
CHINA BULLETIN: Rare Signs of Improvement in Industrial Output, Retail Sales
In this week’s issue fleeing foreign investors, TikTok opens a new U.S. shop and Moutai gets chocolaty. On a scale of 1 to 100, we give the week a 45…
PODCAST: Baidu launches its ERNIE chatbot, and Baozun in a major new foreign tie-up
By Doug Young & Rene Vanguestaine Baidu has officially made its ERNIE chatbot available to the public, a half year after it first unveiled its answer to the ChatGPT sensation.…
CHINA BULLETIN: More Trade Contraction
In this week’s issue exports keep falling, another new chip fund and China’s answer to Irish coffee. On a scale of 1 to 100, we give the week a 45 for offshore-listed China stocks.
PODCAST: China’s steps up the stimulus, and U.S. Commerce secretary comes calling
By Doug Young & Rene Vanguestaine China sharply stepped up its economic stimulus efforts last week, rolling out new initiatives to boost the stock market and support small businesses and…
CHINA BULLETIN: Beijing Gets Serious on Economic Stimulus
In this week’s issue government stimulus heats up, U.S. Commerce Secretary calls on Beijing, and Huawei rejoins the smartphone race. On a scale of 1 to 100, we give the week a 55 for offshore-listed China stocks.
PODCAST: China kills a global chip deal, and a leading bubble tea maker goes to London
China has vetoed the purchase of Tower Semiconductor by Intel. And bubble tea maker HeyTea has opened its first store in London.
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CHINA BULLETIN: Six New BRICS
In this week’s issue six new BRICS, a booming summer box office and an EV swansong. On a scale of 1 to 100, we give the week a 45 for offshore-listed China stocks.
PODCAST: China’s central bank gets busy, and disappearing youth unemployment data
China’s central bank has been on a roll lately, first lowering several key interest rates, and then announcing its policy will be “precise and forceful.” Are these kinds of strong words and actions from the usually conservative central bank cause for concern? And the National Bureau of Statistics announces it will stop publishing youth unemployment data. Why would it do that? Might it be related to its most recent data showing youth unemployment at record highs over 20%?
CHINA BULLETIN: Central Bank Scramble
In this week’s issue surprise interest rate cuts, vanishing youth unemployment and Tyson scurries out of China. On a scale of 1 to 100, we give the week a 35…
PODCAST: China’s coffee comeback kid passes new milestone, and Miniso launches dividend policy
The unlikely comeback for scandal-tainted coffee chain Luckin marches on, as the company passed rival Starbucks in revenues for their China business. But is Luckin expanding too quickly? And low-cost retailer Miniso announces a dividend policy, saying it will return 50% or more of its profits to shareholders. Will more new economy Chinese companies follow suit as investors lose interest such stocks simply for the “China growth story”?
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CHINA BULLETIN: Next Stop, Deflation
In this week’s issue China slips into deflation, Chinese tour groups return to U.S. and a major property developer defaults. On a scale of 1 to 100, we give the…