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

Risk Watch: China at a Disadvantage in Sino-US Trade War
◎ China, and not the U.S., would be more severely affected by China’s soybean tariffs.

Risk Watch: China Tightens Grip on Internet Finance
◎ Beijing is likely very clear that a trade war is unavoidable, and it can only seek to delay its start and find ways to lessen the blow.

Risk Watch: What was Signaled at the Central Financial and Economic Affairs Commission Meeting
◎ The focus on deleveraging to defuse risks suggests that Beijing expects the trade war with the U.S. to have a massive impact on China’s economy.

Risk Watch: Why China Won’t Touch Soybeans in the Trade War
◎ China cannot stop importing soybeans from the U.S. for two reasons.

Risk Watch: Why China Wants Foreign-listed Tech Companies in the A-share Market
◎ China wants tech giants and “unicorns” to list in domestic markets to prevent a liquidity crunch that could trigger a debt crisis.

Personnel Watch: Decoding Guo Shuqing as People’s Bank of China Party Secretary
◎ Guo Shuqing’s new assignment affirms the logic behind our analysis of China’s financial sector reform and personnel reshuffle.

On the Timing of Trump’s $60 Billion Opening Salvo in ‘Trade War’ with China
◎ We believe that Trump’s $60 billion tariffs are just the opening salvo. Expect harsher penalties to come.

What Yi Gang’s Appointment as China Central Bank Chief Signals
◎ The appointment of Yi as PBoC president sends two key signals.

Risk Watch: China’s Banking Regulator Plans to Supervise Financial Data
◎ On March 16, the CBRC issued a document soliciting views on guidelines for its governance of financial institution data.
Deputy Director of the Centre for Geopolitics, Cambridge University
Deputy Director of the Centre for Geopolitics, Cambridge University
Deputy Director of the Centre for Geopolitics, Cambridge University