Xi’s Political Pressures Skyrocket Amid ‘Perfect Storm’ of Crises
Economic worries are just one dimension of the challenges facing Beijing.
BUSINESS
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.
Decoding China’s Proposal to Merge Banking, Insurance Regulators
◎ The Xi Jinping administration’s adoption of a CB2C model reveals three things about the overall situation in China.