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.

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.
Illustration of BRICS flags


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.
Illustration of an unemployed lady

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%?
Illustration of unemployed Chinese youth

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…
Illustration of a woman drinking Luckin coffee

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”?

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…