CHINA BULLETIN: China Economy Off to Strong Start in 2024
In this week’s issue GDP booms, WhatsApp gets the boot and a liquor bubble pops. On a scale of 1 to 100, we give the week a 50 for offshore-listed…
CHINA BULLETIN: Economic Growth Target Stays at 5%
In this week’s issue GDP growth target unchanged, Apple sales plunge and a Belle returns to the Hong Kong ball. On a scale of 1 to 100, we give the…
PODCAST: China’s Burgeoning Debt, and a New Type of China IPO
By Doug Young & Rene Vanguestaine China's debt-to-GDP ratio swelled to 288% last year, up 13.5 basis points and a huge level by any standard. Is this kind of debt…
PODCAST: China’s Premier in Davos, and Shein IPO Hits a Speedbump
By Doug Young & Rene Vanguestaine Chinese premier Li Qiang told the World Economic Forum that China's economy grew 5.2% in 2023. But will it be able to maintain that…
PODCAST: China Sets Goals for 2024, and a French Snub for Chinese EVs
By Doug Young & Rene Vanguestaine Chinese leaders said they'll prioritize progress and stability in 2024 at their annual Central Economic Work Conference. Does that mean they'll put greater emphasis…
CHINA BULLETIN: Progress First, Stability Second, Says Politburo
In this week’s issue Beijing says progress over stability, a lifeline for local banks, and TikTok’s $1.5 billion Indonesia bet. On a scale of 1 to 100, we give the…
CHINA BULLETIN: Keep Your Supply Chains in China, Beijing Says
In this week’s issue supply chain mania, a solar shakedown and the world’s first bird’s nest stock. On a scale of 1 to 100, we give the week a 40…
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