US-China Tariff Pause Brings Scant Relief for Beijing
Beijing’s ability to make economic concessions to Washington is likely limited by its need to maintain the Communist Party’s power and stability.
BUSINESS

Official Data, Other Signs Hint at Bad State of China’s Economy
China’s sole engine driving growth is losing steam.

Xi’s Political Pressures Skyrocket Amid ‘Perfect Storm’ of Crises
Economic worries are just one dimension of the challenges facing Beijing.

Official Data Deepens Pessimism Over the Chinese Economy
Several metrics suggest that China is in a recession and experiencing deflation.

Behind China’s 2020 Economic Numbers
◎ A closer look at official data reveals a wobbly economy on the verge of crisis, and not solid “recovery” or healthy “growth.”

What Happened to Ant Group’s World-Record IPO?
◎ Ma’s speech is unlikely the driving reason behind Beijing pulling the plug on Ant.

Risk Watch: Wuhan Epidemic Paralyzes China’s Economy, Threatening Global Impact
◎ A wave of economic shocks is coming to countries with significant China trade as the novel coronavirus epidemic halts production, travel, and supply chains.

Risk Watch: The CCP’s Strategic Intentions Behind the Hong Kong Exchange’s Bid for the London Exchange
◎ We have reason to suspect that the CCP has strategic intentions behind the HKEX move for the LSE.

Risk Watch: China Economic Rebound? Major Shareholders Vote with Their Feet
◎China will find it hard to sustain the economic “recovery” in April. ◎Risks of a stock market crash are greater than before.

Risk Watch: China Broadens Issuance of Local Government Bonds to Defer Crisis
◎ The CCP is putting its political credit on the line by making local bonds available over the counter.