Official Data, Other Signs Hint at Bad State of China’s Economy
China’s sole engine driving growth is losing steam.
BUSINESS
Risk Watch: What Does China Energy Reserve Bond Default Signal?
◎ CERCG defaulting sends a different signal from the defaulting of private Chinese companies.
Risk Watch: Did China’s Industrial Profits Really Grow 15% in Early 2018?
◎ The Chinese regime has long had a problem with issuing fake statistical data.
Risk Watch: China Central Bank-backed Media Signals Severe Debt Crisis
◎ An article in Financial News suggests that China’s debt problem is very severe.
Risk Watch: Rising Property Prices in Chinese Cities Expose Central-Local Policy Contradictions
◎ Chinese markets may expect Beijing to drive property sales to boost the economy as a way to cope with a Sino-US trade war.
Risk Watch: Has China’s 2018 Bond Default Tsunami Arrived?
◎ A corporate debt crisis could be on the horizon in China.
Risk Watch: China Could Tighten Real Estate Control Policies
◎ We believe that many mainland Chinese are expecting Beijing to drive real estate sales to cope with a Sino-U.S. trade war.
Politics Watch: More Signs of Good Progress on Sino-US Trade Talks
◎ The telephone call between Mike Pompeo and Yang Jiechi corroborates our assessment of the Sino-U.S. trade talks and more.
Can China Withstand a Trade War? An Analysis of Provincial Finances
◎ An examination of the financial state of Chinese provincial in 2017 suggests that China cannot withstand a trade war.
Politics Watch: Decoding the Outcome of Sino-US Trade Talks
◎ 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.