Vanke bleeds red ink but detects signs of upturn
The property company is battling to get its house in order after posting big losses, hoping to capitalize on a tentative market revival Key Takeaways: Vanke swung from profit to…
PODCAST: New US Tariffs, and China Becomes a Homebuyer
The U.S. raises tariffs on Chinese EVs to 100% from 25%. Will China retaliate? And China announces plans to buy up homes to boost its sagging property market. But will local governments go along with the pricey plan?
CHINA BULLETIN: U.S. Ratchets Up Strategic Tariffs
In this week’s issue strategic China tariffs from Washington, ‘Big Short’ investor buys China stocks and a diaper maker finds riches in Russia. On a scale of 1 to 100,…
CHINA BULLETIN: Provinces Get Set for Slower Growth
In this week’s issue provincial economic realism, a new reserve rate cut and vanishing game regulations. On a scale of 1 to 100, we give the week a 50 for…
CHINA BULLETIN: Manufacturing Contracts, Foreign Investment Plunges
In this week’s issue local governments line up for handouts, solar sector gets squeezed and Shein smiles on Britain’s Missguided fashion.
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…
CHINA BULLETIN: Consumers Say ‘No’ to Chinese Goods
In this week’s issue exports and factory prices sag, Huawei takes a new blow and Sequoia splits. On a scale of 1 to 100, we give the week a 60 for offshore-listed China stocks.