◎ A national database could be used to facilitate the investigation of corrupt officials.
◎ The renminbi devalued and property prices soared on three previous occasions when China resorted to irregular injection of liquidity.
◎ CERCG defaulting sends a different signal from the defaulting of private Chinese companies.
◎ The Chinese regime has long had a problem with issuing fake statistical data.
◎ An article in Financial News suggests that China’s debt problem is very severe.
◎ Chinese markets may expect Beijing to drive property sales to boost the economy as a way to cope with a Sino-US trade war.
◎ A corporate debt crisis could be on the horizon in China.
◎ We believe that many mainland Chinese are expecting Beijing to drive real estate sales to cope with a Sino-U.S. trade war.
◎ The telephone call between Mike Pompeo and Yang Jiechi corroborates our assessment of the Sino-U.S. trade talks and more.
◎ An examination of the financial state of Chinese provincial in 2017 suggests that China cannot withstand a trade war.
◎ Should Beijing live up to its promises, the U.S. could eventually realize as much as 60 to 80 percent of its trade goals with China.
Risk Watch: Property Prices Skyrocket in Chinese Border Town in Anticipation of North Korean Liberalization
◎ China would be in an advantageous position once sanctions of North Korea are lifted and the country’s economy starts to liberalize.
◎ Fan Shuangwen recently issued a warning to large Chinese payment companies.
◎ American action against ZTE and Huawei is in line with Trump’s National Security Strategy.
◎ We have reservations about Beijing’s description of China’s economy.