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

Risk Watch: Analyzing HNA’s Future Directions
◎ Whether or not HNA can survive its financial troubles will have a significant impact on China’s debt crisis.

Risk Watch: Banking Regulators Shift Supervision Focus From Businesses to Individuals
◎ The CBRC document further corroborates our post-19th Congress assessment that Xi Jinping will focus on cleaning up corruption in the financial sector.

Risk Watch: China Bond Defaults in 2018 Exceed $648 Million
◎ China’s debt crisis is very severe.

Decoding China’s Plan to Launch Crude Oil Futures
◎ The CCP is interested in expanding its economic influence to resolve domestic financial problems and challenge U.S. economic hegemony.

Risk Watch: 19 Banks Involved in 19 Billion Yuan Fake Gold Scandal
◎ The loan fraud scandal is revealing of the messy internal controls in China’s banking and financial sector.

Risk Watch: Chinese Financial Institutions Fined $142 Million in January 2018
◎ The CCP has noticeably ratcheted up its supervision of the financial sector in 2018.

Political Risk Watch: Anti-corruption Inspector Signals Purge of China’s Financial System
◎ Xu Jia’ai’s article signals Xi’s intend to clean up the financial sector and identifies lax supervision over financial institutions as the reason for China’s current economic troubles.

Risk Watch: China’s Ex-Finance Minister Warns of ‘Fairly Big’ Systemic Financial Risks
◎ Lou Jiwei’s assessment of China’s financial risks further affirms our pessimistic outlook on the Chinese economy.

Risk Watch: Why 21 Chinese Provinces Cut Growth Estimates in 2018
◎ Twenty-one provinces are projecting lower growth as compared to their real GDP growth for 2017.
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