- The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)
- The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)
- Ivan Zuenko: Why Do China’s Elites Pay so Much Attention to the Collapse of the USSR and the Soviet Communist Party? (RT.com)
- Facing Demographic Doom, China’s Army Of Retirees Returns To Work In Post “Zero-Covid” Economic Wasteland (SCMP)
- Chart of the Day: Chinese Bourses Top IPO League Tables (Caixin)
- US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)
- COVID Chaos Unfolds in China (SPIEGEL International)
- Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)
- Asian Tigers: South Korea and Taiwan (Franklin Templeton)
- Emerging & Global Markets Catch Up With Reality (Krane Shares)
- Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
- Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)
- Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
- Back in Hong Kong Stocks (Turtles all the way down! Substack)
- Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
- ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
- ‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)
- Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)
- Why China’s Marriage Crisis Is An Existential Threat To The Country (Epoch Times via Zero Hedge)
- Why China Probably Won’t Invade Taiwan (Twitter Thread)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- “Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)
- You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)
- Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge)
- MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
- Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP)
- China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge)
- Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)
- The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)
- On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)
- China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)
- Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)
- Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)
- World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)
- Unpacking Your Portfolio’s Exposure to China (WisdomTree)
- Five Myths About China. And Why They Will Get Us Killed (American Mind)
- China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)
- ‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)
- What Goes Up: China’s Employment Crisis (J Capital Research)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- 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)
- Bolstering Building Blocks and Silicon Shields (Franklin Templeton)
- 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)
- “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)
- 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)
- There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)
- Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)
- Investing in HK Stocks (Turtles Substack)
- 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)
- 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)
- COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)
- 2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun)
- China is a Minefield for International Creditors (Washington Examiner)
- Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)
- From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)
- Which Countries Are Most Influenced By China? (Oilprice.com)
- Dead Sheep, Dumped Crops as China Covid Rules Hit (Bloomberg Supply Lines Newsletter)
- Covid-weary Chinese Millionaires Eye Singapore Amid ‘Chaos and Unpredictability’ at Home (SCMP)
- China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)
- Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)
- Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)
- Apple Makes Plans to Move Production Out of China (WSJ)
- China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)
- Foreign Investors Might Prefer China Soon as Indian Market Valuation Expensive (CNBC)
- With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)
- Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)
- How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
- There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)
- Term Three for Xi: Chinese Stocks are a No-Go (Tip Ranks)
- Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)
- Platinum Asset Management: Asia ex-Japan Market Update
- China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)
- As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)
- No ‘Adults in the Room’: Xi Jinping Catches Global Investors Off Guard (FT)
- Outlook On Emerging Markets (Lazard AM)
- How is TSMC Still Growing? (Asianometry)
- Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP)
- All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times)
- “This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)
- US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)
- The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)
- The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)
- Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)
- Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)
- China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
- Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)
- Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- ‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)
- Forbes Asia 100 To Watch 2022
- 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)
- Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)
- 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)
- Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)
- 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)
- Asian Equities Well-positioned Against Global Recession (The Asset)
- Is Pakistan About to Pop? (Petition Substack)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- 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)
- Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)
- 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)
- 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)
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