an Illustration of McKinsey weighing China exit

McKinsey Weighs China Exit, and Shenzhen Rescues Vanke

Some partners at U.S. consulting giant McKinsey are questioning the wisdom of staying in China. What's driving their doubt, and what would a withdrawal signify? And Shenzhen rescues struggling developer Vanke. What is the city demanding in return for its assistance?
萬科前三季度虧損179.4億元,去年同期為賺136.2億元

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…
E-House’s restructuring hits a snag again

E-House rebuilding hits snag as rights plan stalls

The setback has added new uncertainties to the online real estate agent’s ongoing restructuring  Key Takeaways: E-House’s restructuring has stalled over its inability to use one of its key assets…

CHINA BULLETIN: Janet Yellen’s Awkward Beijing Visit

In this week’s issue Janet Yellen’s awkward trip to Beijing, China’s new export restrictions, and Tesla’s China layoffs. On a scale of 1 to 100, we give the week a 35 for offshore-listed China stocks.