Reports Tagged: China

October 08, 2021

Three weeks ago, following the Xi-Biden telephone call of September 9, the US offered to send President Joseph Biden’s National Security Adviser Jake Sullivan to Beijing, but the Chinese side

September 30, 2021

On Tuesday morning, Premier Li Keqiang presided over a meeting in Zhongnanhai to address China’s severe power shortages and rolling blackouts. As has been picked up by some media, the

September 30, 2021

Happy (almost) Friday – well it seems always exciting! Debt ceiling standoff (a real one still), reconciliation and infrastructure fight, inflation and supply chain risks, Fed appointment challenges, energy crises,

September 21, 2021

While real estate giant Evergrande’s financial distress has been evident for weeks if not months, the prospects of an official default by the second largest developer in China roiled financial

September 21, 2021

While real estate giant Evergrande’s financial distress has been evident for weeks if not months, the prospects of an official default by the second largest developer in China roiled financial

September 17, 2021

In the interest of efficiency and time I thought we might share a few brief highlights of key market related points in (and not in) our reports while addressing some

September 14, 2021

On Thursday evening September 10, Friday morning Beijing time, US President Joseph Biden called China’s President Xi Jinping and the two leaders spoke for 92 minutes, to be precise. While

September 03, 2021

China and the US have not yet held any formal or vice-ministerial level consultations on the elimination of tariffs, but our understanding is that the two sides have begun informal

August 31, 2021

A senior Chinese official commented to our contacts in Beijing on the latest in a series of government crackdowns, this one on peer-to-peer lending platforms and financial media/bloggers. Separately, China’s

August 18, 2021

When China’s Foreign Minister Wang Yi met with the Taliban’s second-in-command, Mullah Abdul Ghani Baradar, in Tianjin two weeks ago, Baradar boasted that the Taliban could return to Kabul and

August 16, 2021

Chinese leaders have returned to Beijing this weekend after their traditional secretive summer outing in the resort of Beidaihe. They offered the following comments on US-China dialogue and on reports

August 10, 2021

China’s President Xi Jinping presided over the fourth of eight summer-scheduled Central Financial and Economic Affairs Commission (CFEAC) meetings in Zhongnanhai, Beijing on Thursday, July 29. That meeting formulated monetary

August 03, 2021

Markets have been parsing through official announcements and Chinese state-run media outlets for clues as to whether the ruling Politburo will be seeking to further crack down on new sectors,

July 30, 2021

A top-level policy maker in Beijing noted, two nights ago, how what he calls “China concept” stocks on Wall Street had plummeted horribly over the previous two days. In fact,

July 30, 2021

The meetings this week between US Deputy Secretary of State Wendy Sherman and China’s Vice Minister of Foreign Affairs Xie Feng, and subsequently with Foreign Minister Wang Yi, were somewhat

July 09, 2021

The People’s Bank of China announced on Friday a cut in its Reserve Requirement Ratio (RRR) of 50 basis points for eligible financial institutions starting on July 15 to support

July 07, 2021

Over this past year, analysts and investors seem to have misunderstood, or perhaps riding on the wave of a ferocious global equity bull market, chosen to look through the policy

July 06, 2021

On Friday, China’s most widely used ride-hailing app, Didi Chuxing, was put under review by the Cyberspace Administration of China (CAC) for cybersecurity concerns – just two days after its

June 24, 2021

Our understanding is that China’s Premier Li Keqiang addressed virtual currencies again at length at a meeting of the State Council executive committee that was just held on Wednesday morning,

May 25, 2021

Vice-Premier Liu He presided over a meeting of the State Council Financial Stability and Development Committee (FSDC) on Friday, May 21, to map out key issues and the actions needed