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

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.

Risk Watch: Another Three Hengfeng Bank Executives Probed
◎ Another three executives of Hengfeng Bank (Evergrowing Bank) were investigated for economic crimes.

Risk Watch: Former Top Banking Regulator Talks Local Debt Risks
◎ Shang Fulin said that more attention should be paid to local government debt, particularly the debt of administrations below the provincial level.

Risk Watch: Decoding China’s Banking Regulator Plans to Cut Banks’ Bad Loan Buffer
◎ On Feb. 28, the CBRC issued a notice that reduces the rules governing how much banks must set aside to cover bad loans.

Risk Watch: What Does the Detention of CEFC Chairman Ye Jianming Signal?
◎ Behind Ye Jianming’s business success is a complex and mysterious web of government, business, military, and mafia connections.

Risk Watch: HNA Receives Bank Loans, Shrinks Global Workforce
◎ We believe that the Xi Jinping administration won’t let HNA go bankrupt because it is “too big to fail.”

Is Liu He the Next China Central Bank Chief?
◎ Liu as PBoC president is a little off in considering the norms of official ranking.

Risk Watch: Chinese Regulators Take Over Anbang, Prosecute Chairman Wu Xiaohui
◎ The prosecution of Wu Xiaohui is a classic “kill chickens to scare monkeys” move by the Xi administration.

Decoding the Political and Economic Issues Behind Foxconn’s Shanghai IPO
◎ We received reliable information that Foxconn decided to build its new LCD factory in the U.S. last year after receiving an invitation from the American authorities.
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