◎ 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
Business
Risk Watch: The CCP’s Strategic Intentions Behind the Hong Kong Exchange’s Bid for the London Exchange
◎ We have reason to suspect that the CCP has strategic intentions behind the HKEX move for the LSE.
Risk Watch: China Economic Rebound? Major Shareholders Vote with Their Feet
◎China will find it hard to sustain the economic “recovery” in April. ◎Risks of a stock market crash are greater than before.
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Risk Watch: China Broadens Issuance of Local Government Bonds to Defer Crisis
◎ The CCP is putting its political credit on the line by making local bonds available over the counter.
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Risk Watch: The Chinese Stock Market Plunge and Factional Politics
◎ The timing of the plunge and other odd developments suggest that CCP factional politics could be a factor influencing the recent sell-offs.
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Risk Watch: Chinese Online Property ‘Unicorn’ Aiwujiwu Shuts Down
◎ 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
Risk Watch: Campaign to Curb P2Ps Heightens Political Risk for the CCP
◎ 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
Risk Watch: Crashing China Property Stocks in Hong Kong Forebode Bubble Crisis
◎ Mainland property developers will likely face severe financing problems in 2019.
Read moreRisk Watch: Crashing China Property Stocks in Hong Kong Forebode Bubble Crisis
Risk Watch: Call for PBoC to Buy A-shares Comes as Confidence in Stock Markets Fall
◎ Major shareholders in China could be thinking of or taking steps to dump newly unrestricted shares in the wake of a worsening economy and slumping market confidence.
Read moreRisk Watch: Call for PBoC to Buy A-shares Comes as Confidence in Stock Markets Fall
Risk Watch: Rising Business Failure and Unemployment Heighten Political Risk in China
◎ The CCP’s claim that migrants workers are returning home to partake in “entrepreneurship” is likely an attempt to put a positive spin on rising unemployment.
Read moreRisk Watch: Rising Business Failure and Unemployment Heighten Political Risk in China