◎ A closer look at official data reveals a wobbly economy on the verge of crisis, and not solid “recovery” or healthy “growth.”
◎ Ma’s speech is unlikely the driving reason behind Beijing pulling the plug on Ant.
◎ A wave of economic shocks is coming to countries with significant China trade as the novel coronavirus epidemic halts production, travel, and supply chains.
Read moreRisk Watch: Wuhan Epidemic Paralyzes China’s Economy, Threatening Global Impact
◎ We have reason to suspect that the CCP has strategic intentions behind the HKEX move for the LSE.
◎China will find it hard to sustain the economic “recovery” in April. ◎Risks of a stock market crash are greater than before.
◎ The CCP is putting its political credit on the line by making local bonds available over the counter.
◎ The timing of the plunge and other odd developments suggest that CCP factional politics could be a factor influencing the recent sell-offs.
◎ The collapse of Aiwujiwu and pinganfang.com suggests that the business model of “property + financing + internet services” is failing in China.
Read moreRisk Watch: Chinese Online Property ‘Unicorn’ Aiwujiwu Shuts Down
◎ The CCP’s P2P campaign will increase risks for China’s financial system.
Read moreRisk Watch: Campaign to Curb P2Ps Heightens Political Risk for the CCP
◎ Mainland property developers will likely face severe financing problems in 2019.
Read moreRisk Watch: Crashing China Property Stocks in Hong Kong Forebode Bubble Crisis