A Black Swan leading indicator surfaces at the Two Sessions;local gov’ts dare not release raw economic data

SinoInsight 1 Beginning in 2018, the bulk of local statistics bureaus in China appeared to no longer publish raw economic data in various fields, including for fixed assets investment and industrial enterprises above designated size. For instance, the Shandong Provincial Bureau of Statistics did not release the original data on total retail sales of social …

Read moreA Black Swan leading indicator surfaces at the Two Sessions;local gov’ts dare not release raw economic data

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Early analysis on China’s government work report; foreign capital leaves China’s ‘bull market’

SinoInsight 1 China’s A-shares rose for four consecutive days this week. Trading on the Shenzhen and Shanghai indexes broke the trillion-dollar mark for two consecutive days, with over 200 stocks reaching their daily trading limit. The Shanghai Composite Index broke above 3,100 points, a 3.75 percent increase over four days. Amid the “bull market” in …

Read moreEarly analysis on China’s government work report; foreign capital leaves China’s ‘bull market’

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Xi faces pushback from the intelligence apparatus; heightened security at the Two Sessions reflects CCP insecurities

SinoInsight 1 There will be a strict “no cellphone” rule enforced at this year’s Two Sessions, according to reports in Hong Kong media. All members of the National People’s Congress and the Chinese People’s Political Consultative Conference, as well as their entourage and staff, are forbidden from bringing their cellphones into meetings. Walkie-talkies are permitted …

Read moreXi faces pushback from the intelligence apparatus; heightened security at the Two Sessions reflects CCP insecurities

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Early analysis & forecast on extended Sino-US trade talks; stability maintenance’ escalates to ‘wartime’ status

SinoInsight 1 Recently, an official notice from the local Political and Legal Affairs Commission of Fuyang City on “comprehensively mobilizing the wartime mechanism during the ‘Two Sessions’ period” was circulated on the Chinese internet. Located in Henan Province, Xingyang City is about over 700 kilometers away from Beijing. Noteworthy details in the notice include: The …

Read moreEarly analysis & forecast on extended Sino-US trade talks; stability maintenance’ escalates to ‘wartime’ status

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