◎ 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.
◎ We have reason to suspect that the CCP has strategic intentions behind the HKEX move for the LSE.
◎ The collapse of Aiwujiwu and pinganfang.com suggests that the business model of “property + financing + internet services” is failing in China.
◎ The CCP’s P2P campaign will increase risks for China’s financial system.
◎ Mainland property developers will likely face severe financing problems in 2019.