- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)
- One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)
- US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)
- What’s Going on in the Chinese Real Estate Market? (Yielddive)
- The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)
- In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)
- China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)
- Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)
- Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
- China Is Preparing To Go To War (19fortyfive.com)
- The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)
- Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)
- Five Chinese State-owned Companies to Delist from NYSE (Reuters)
- 2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)
- Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)
- Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge)
- China’s Housing Crisis is an Institutional Crisis (Andrew Batson’s Blog)
- Most Macau Casinos Reopen But Business Seen Bleak (GGRAsia)
- Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)
- Dominoes – #13: On Bad Debt and Chinese Banks (The Last Bear Standing)
- “We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge)
- China On Verge Of Violent Debt Jubilee As “Disgruntled” Homebuyers Refuse To Pay Their Mortgages (Zero Hedge)
- Executives Seek Briefings on Taiwan War Risk (Financial Times)
- Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
- How Realistic are China’s Chip Ambitions? (The Asset)
- How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)
- The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)
- China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)
- Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
- There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)
- Is Pakistan About to Pop? (Petition Substack)
- Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)
- The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)
- China Will be Deglobalization’s Big Loser (The Asset)
- Russia, Ukraine and China (Franklin Templeton)
- Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)
- China Will Not Be Able To Offset Its Property Bubble Easily (Daniel Lacalle)
- China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)
- Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)
- Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)
- Evergrande Explained (KraneShares)
- Evergrande on Brink of Collapse: 4 Things to Know (Nikkei Asia)
- China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)
- China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)
- China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)
- Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)
- Wall Street Reacts To China’s Latest Regulatory Masterplan Which Spells Pain For The Next Five Years (Zerohedge)
- Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)
- What if America Delists Chinese Firms? (The Asset)
- Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)
- 2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)
- Dingdong IPO: What to Know About Dingdong (City Index)
- China Tech Crackdown Cycle Nearing an End, Fidelity’s Equity Fund Manager Says (SCMP)
- Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP)
- US-China Tech War: Beijing’s Secret Chipmaking Champions (Nikkei Asia)
- Which Emerging Markets May Benefit Most from the Rebound in China and the DM? (PGIM Fixed Income)
- Has the Bull Run on China’s New Economy Sector Fizzled Out? (The Asset)
- Emerging Markets and China as the Last Man Standing (Investments & Wealth Institute)
- The Clash of China’s Social Media Titans (NIKKEI Asia)
- Asian EM Currencies Regaining Lost Ground (The Asset)
- China Self-driving Sector Shifts Into Top Gear (The Asset)
- Look Out Tesla, SAIC’s $4,500 Electric Car Takes China by Storm (Nikkei Asia)
- Four Things to Know About Threats to China’s Payment Giants (Caixin)
- Housebound Consumers Lift Lenovo to Record Revenues & Profits (HKEXnews)
- Hundreds of IPOs Stuck in Logjam Amid Tightened Regulatory Reviews (Caixin)
- Three megatrends in China According to Lei Zhang (The Asset)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- 2021 China Outlook: Full Steam Ahead (Krane Shares)
- While “Delisting” Gets Headlines, The SEC Proposes Orderly Solution (KraneShares)
- China’s Auto Brands Fail to Shine in Race With Foreign Rivals (Nikkei Asia)
- Inside the US Campaign to Cut China Out of the Tech Supply Chain (Nikkei Asia)
- Will Meituan Become Hong Kong’s Tesla? (The Asset)
- Sizing up Chinese Equities: A market Too Big to Ignore (Robeco)
- Health Care: The Next Wave of Innovation in China (Franklin Templeton)
- Reshaping Supply Chains Away From China (The Asset)
- The Luckin Scandal: Fake Sales, Power Struggles and a ‘Broken Model’ (Nikkei Asian Review)
- What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)
- Trade War Drains China’s Social Security System (Nikkei Asian Review)
- LG and Samsung in Full Retreat Before Chinese Flat-panel Onslaught (Nikkei Asian Review)
- The Future of the RMB: Special Focus (Euromoney)
- China Icebergs: Forces That Could Reshape the World (PineBridge Investments)
- Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
- Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia (Franklin Templeton)
- Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)
- DouYu Ends First Day at Its Offer Price in $775 Million IPO (Bloomberg)
- Asia300 Power Performers: Tech’s Wild Ride (Nikkei Asian Review)
- Vietnam Economy Grows Nearly 7% on Trade War Tailwinds (Nikkei Asian Review)
- Banning Huawei: An Act of Economic War (Hermes)
- From Imitation to Innovation: Emerging Markets’ Technology Journey (Franklin Templeton)
- Malaysia Sees Trade Diversion Cushioning Impact of Tariff Wars (Bloomberg)
- Huawei Says U.S. Ban Hurting More Than Expected, to Wipe $30 Billion Off Revenue (Reuters)
- An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)
- Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
- Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)
- Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)
- Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)
- US-China Business Council Member Survey 2022
- Korea, Japan Companies Expanding in Vietnam (The Asset)
- China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)
- China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)
- Factbox-Highlights of the U.S.-China Audit Deal (Reuters)
- China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)
- Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)
- Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
- Deglobalization Is Inflationary (Of-Two-Minds)
- Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)
- Baby Bust: China’s Looming Demographic Disaster (Spectator)
- Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)
- China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)
- Digging Deeper: China vs. Taiwan Conflict Links & Resources (August 2022)
- China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)
- Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)
- Macau July GGR Lowest Month Since 2003 Show Govt Data (GGR Asia)
- Kitty Special: This Month in China, July 2022 (Twitter Thread)
- China’s Central Bank Seeks to Mobilise $148bn Bailout for Real Estate Projects (Financial Times)
- Powell Pushing Asia Into a New Financial Crisis (Asia Times)
- Interview with Herald van der Linde (Asian Century Stocks)
- The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)
- Suppliers of Delinquent Developers Complain They Can’t Pay Their Bills (Caixin)
- Putin and Xi’s Bet on the Global South (WSJ)
- Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)
- Growing Number Of CEOs Asking About Risk Of War Between China & Taiwan (Zero Hedge)
- India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)
- In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
- Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)
- A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)
- Russia’s Bourse to Start Trading HK Stocks (Asia Times)
- Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)
- Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)
- Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)
- The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)
- The Renminbi’s Creeping Internationalisation (BNP Paribas)
- How to Think About Investing in China Today (Capital Group)
- 2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)
- What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)
- China: Navigating the Regulatory Landscape (UBS AM)
- Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)
- Evergrande Debt Crisis Shines Light on China Real Estate Bubble (Nikkei Asia)
- Regulatory Shifts in China: A New Fork in the Road? (The Asset)
- China beyond Evergrande: Contagion or containment? (PineBridge Investments)
- Evergrande Crisis and Contagion Risks (Franklin Templeton)
- Letter From Asia: Evergrande is No Lehman (Nuveen)
- Why China’s Stock Market Tumble is Giving India’s a Lift (Nikkei Asia)
- Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)
- Alternative Data in China (Man Institute)
- Will China’s Digital Yuan Vanquish the Dollar? (Nikkei Asia)
- Push for US-listed China Firms to Disclose Interference Risks (The Standard)
- Beijing’s Didi Blast Shakes $2tn of China Stocks in US (Nikkei Asia)
- 2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)
- Value of 10 Chinese Tech Majors Fall Over $800bn Since February (Nikkei Asia)
- China and Green Energy Drive Copper Prices to Record High (Nikkei Asia)
- India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)
- The Strengthening Case for Investing in Asia
- China Health Care: A Rediscovered Sector Keeps Its Momentum (KraneShares)
- Bilibili Fights for China’s Online Audience With $2.6bn Listing (Nikkei Asia)
- China Makes Move On Riyadh As Washington Considers Sanctions (OilPrice.com)
- China Guides its Self-driving Startups Into the Fast Lane (Nikkei Asia)
- Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)
- Spirits, Fashion, Food, Appliances, and the Power of China’s Consumer (KraneShares)
- China Definitively Reins In Jack Ma’s Ant Fintech Empire – Agreement Reached On “Restructuring” (ZeroHedge)
- China to Exert Greater Financial Discipline This Year (BNP Paribas AM)
- Hong Kong Stocks Roar Into 2021 on Surge of Investment From China (Nikkei Asia)
- The End of the Emerging-Market Bounce? (Man Group)
- China Tech Giants Accused of ‘Bullying’ Consumers with Algorithms (Caixin)
- Asian Flying Cars Aim to Soar Over Walls of Global Regulation (Nikkei Asia)
- Can Manufacturing Relocate from China to India? (Wellington Management)
- China: Seven Things Investors Should Know (LGIM Blog)
- This is the Asian Century: Seven Reasons to be Optimistic About It (Nikkei Asia)
- China’s Ant Eyes Southeast Asia e-Payment Dominance with IPO (Nikkei Asian Review)
- China’s Local Governments Ride to the Rescue of EV Startups (Nikkei Asian Review)
- Hong Kong Security Law Sparks Race for Asia’s Next Financial Capital (Nikkei Asian Review)
- Podcast: Our Man in Hong Kong (Robeco)
- PwC China Unicorn Survey 2019: Harnessing Innovation For Hypergrowth (PwC)
- China’s SGID to Become Major Player in Chilean Electricity Market (The Asset)
- Huawei Turns to Mobile Chip Rivals to Beat US Pressure (Nikkei Asian Review)
- How China’s Chip Industry Defied the Coronavirus Lockdown (Nikkei Asian Review)
- Investing in China: A Question of Stock Picking Rather Than Index Picking (Robeco)
- Uncommon Yields: How China is a Rare Bright Spot in a World Deprived of Yield (KraneShares)
- Inside Huawei’s Secret Plan to Beat American Trade War Sanctions (Nikkei Asian Review)
- China Bolsters Pension Fund as Fears Grow Over 2035 Doomsday (Nikkei Asian Review)
- China Scrambles to Stem Manufacturing Exodus as 50 Companies Leave (Nikkei Asian Review)
- Tencent Chases Alibaba for Cloud Computing Supremacy (Nikkei Asian Review)
- Markets Punish Multinationals Dependent on China (Nikkei Asian Review)
- Two Systems, Zero Trust? Hong Kong’s Extradition Row Risks Business Exodus (Nikkei Asian Review)
- Quiet Capital Flight Dents China’s Sway as $1.2tn ‘Disappears’ (Nikkei Asian Review)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- Southeast Asia Set to Gain From Trade War Business Relocations (Nikkei Asian Review)
- Hong Kong Tycoons Start Moving Assets Offshore as Fears Rise Over New Extradition Law (Reuters)
- The Perfect Storm Confronting Xi Jinping (Heritage Foundation)
- After a 15-year Hot Streak, Macao’s Casino Owners May Have to Pay Up (Nikkei Asian Review)
- EM Push & Pull: As China Rises, Competition for Capital Heats Up (Aviva Investors)
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