Investing in East Asia News

China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)

by

“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)

by

As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)

by

You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)

by

No ‘Adults in the Room’: Xi Jinping Catches Global Investors Off Guard (FT)

by

Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge)

by

Outlook On Emerging Markets (Lazard AM)

by

MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

by

How is TSMC Still Growing? (Asianometry)

by

Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP)

by

Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP)

by

China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge)

by

All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times)

by

Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)

by

“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)

by

The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)

by

US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)

by

On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)

by

The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)

by

China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)

by

The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)

by

Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)

by

Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)

by

Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)

by

Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)

by

World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)

by

China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)

by

Unpacking Your Portfolio’s Exposure to China (WisdomTree)

by

Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)

by

Five Myths About China. And Why They Will Get Us Killed (American Mind)

by

Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)

by

China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)

by

Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)

by

‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)

by

China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)

by

What Goes Up: China’s Employment Crisis (J Capital Research)

by

‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)

by

China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)

by

Forbes Asia 100 To Watch 2022

by

Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)

by

Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)

by

Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)

by

One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)

by

US-China Business Council Member Survey 2022

by

US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)

by

Korea, Japan Companies Expanding in Vietnam (The Asset)

by

What’s Going on in the Chinese Real Estate Market? (Yielddive)

by

China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)

by

The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)

by

China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)

by

In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)

by

Factbox-Highlights of the U.S.-China Audit Deal (Reuters)

by

China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)

by

China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)

by

Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)

by

Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)

by

Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)

by

Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)

by

China Is Preparing To Go To War (19fortyfive.com)

by

Deglobalization Is Inflationary (Of-Two-Minds)

by

The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)

by

Bolstering Building Blocks and Silicon Shields (Franklin Templeton)

by

Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)

by

Baby Bust: China’s Looming Demographic Disaster (Spectator)

by

Five Chinese State-owned Companies to Delist from NYSE (Reuters)

by

Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)

by

2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)

by

China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)

by

Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)

by

Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)

by

China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)

by

Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)

by

Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)

by

Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)

by

“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

by

Macau July GGR Lowest Month Since 2003 Show Govt Data (GGR Asia)

by

Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)

by

Kitty Special: This Month in China, July 2022 (Twitter Thread)

by

Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge)

by

China’s Central Bank Seeks to Mobilise $148bn Bailout for Real Estate Projects (Financial Times)

by

China’s Housing Crisis is an Institutional Crisis (Andrew Batson’s Blog)

by

Powell Pushing Asia Into a New Financial Crisis (Asia Times)

by

Most Macau Casinos Reopen But Business Seen Bleak (GGRAsia)

by

Interview with Herald van der Linde (Asian Century Stocks)

by

Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)

by

The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)

by

Dominoes – #13: On Bad Debt and Chinese Banks (The Last Bear Standing)

by

Suppliers of Delinquent Developers Complain They Can’t Pay Their Bills (Caixin)

by

“We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge)

by

Putin and Xi’s Bet on the Global South (WSJ)

by

China On Verge Of Violent Debt Jubilee As “Disgruntled” Homebuyers Refuse To Pay Their Mortgages (Zero Hedge)

by

Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)

by

Executives Seek Briefings on Taiwan War Risk (Financial Times)

by

Growing Number Of CEOs Asking About Risk Of War Between China & Taiwan (Zero Hedge)

by

Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)

by

India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)

by

How Realistic are China’s Chip Ambitions? (The Asset)

by

In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)

by

How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)

by

Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)

by

Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)

by

The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)

by

A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)

by

China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)

by

Russia’s Bourse to Start Trading HK Stocks (Asia Times)

by

Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)

by

Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)

by

Asian Equities Well-positioned Against Global Recession (The Asset)

by

There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)

by

Is Pakistan About to Pop? (Petition Substack)

by

Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)

by

Buying Stocks in Asia: The Ultimate Guide (InvestAsian)

by

Investing in HK Stocks (Turtles Substack)

by

Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)

by

The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)

by

The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)

by

The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)

by

The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)

by

The Renminbi’s Creeping Internationalisation (BNP Paribas)

by

China Will be Deglobalization’s Big Loser (The Asset)

by

How to Think About Investing in China Today (Capital Group)

by

Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)

by

Russia, Ukraine and China (Franklin Templeton)

by

2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)

by

Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)

by

What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)

by

China Will Not Be Able To Offset Its Property Bubble Easily (Daniel Lacalle)

by

China: Navigating the Regulatory Landscape (UBS AM)

by

China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)

by

Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)

by

Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)

by

Evergrande Debt Crisis Shines Light on China Real Estate Bubble (Nikkei Asia)

by

Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)

by

Regulatory Shifts in China: A New Fork in the Road? (The Asset)

by

Evergrande Explained (KraneShares)

by

China beyond Evergrande: Contagion or containment? (PineBridge Investments)

by

Evergrande on Brink of Collapse: 4 Things to Know (Nikkei Asia)

by

Evergrande Crisis and Contagion Risks (Franklin Templeton)

by

China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)

by

Letter From Asia: Evergrande is No Lehman (Nuveen)

by

China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)

by

Why China’s Stock Market Tumble is Giving India’s a Lift (Nikkei Asia)

by

China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)

by

Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)

by

Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)

by

Alternative Data in China (Man Institute)

by

Wall Street Reacts To China’s Latest Regulatory Masterplan Which Spells Pain For The Next Five Years (Zerohedge)

by

Will China’s Digital Yuan Vanquish the Dollar? (Nikkei Asia)

by

Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)

by

Push for US-listed China Firms to Disclose Interference Risks (The Standard)

by

What if America Delists Chinese Firms? (The Asset)

by

Beijing’s Didi Blast Shakes $2tn of China Stocks in US (Nikkei Asia)

by

COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)

by

Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)

by

2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)

by

2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)

by

Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

by

Dingdong IPO: What to Know About Dingdong (City Index)

by

Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)

by

Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)

by

China Tech Crackdown Cycle Nearing an End, Fidelity’s Equity Fund Manager Says (SCMP)

by

Value of 10 Chinese Tech Majors Fall Over $800bn Since February (Nikkei Asia)

by

Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP)

by

China and Green Energy Drive Copper Prices to Record High (Nikkei Asia)

by

US-China Tech War: Beijing’s Secret Chipmaking Champions (Nikkei Asia)

by

Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)

by

India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)

by

Which Emerging Markets May Benefit Most from the Rebound in China and the DM? (PGIM Fixed Income)

by

The Strengthening Case for Investing in Asia

by

SK Group Sets Sights on Vietnam’s e-Commerce Sector (The Asset)

by

Asia Equities: FAQS, Facts and Figures (UBS AM)

by

Has the Bull Run on China’s New Economy Sector Fizzled Out? (The Asset)

by

China Health Care: A Rediscovered Sector Keeps Its Momentum (KraneShares)

by

Emerging Markets and China as the Last Man Standing (Investments & Wealth Institute)

by

Bilibili Fights for China’s Online Audience With $2.6bn Listing (Nikkei Asia)

by

The Emerging Asia Pacific Capital Markets: Mongolia (CFA Institute)

by

Asean Equities Set for More Gains on Post-Covid Recovery (The Asset)

by

The Clash of China’s Social Media Titans (NIKKEI Asia)

by

After Coupang Soars in US IPO, Can it Deliver For the Long Term? (Nikkei Asia)

by

China Makes Move On Riyadh As Washington Considers Sanctions (OilPrice.com)

by

Asian EM Currencies Regaining Lost Ground (The Asset)

by

China Guides its Self-driving Startups Into the Fast Lane (Nikkei Asia)

by

South Korea Facing Worst Labor Market Crisis Since 1997 (Nikkei Asia)

by

China Self-driving Sector Shifts Into Top Gear (The Asset)

by

Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)

by

Look Out Tesla, SAIC’s $4,500 Electric Car Takes China by Storm (Nikkei Asia)

by

Spirits, Fashion, Food, Appliances, and the Power of China’s Consumer (KraneShares)

by

Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)

by

Four Things to Know About Threats to China’s Payment Giants (Caixin)

by

China Definitively Reins In Jack Ma’s Ant Fintech Empire – Agreement Reached On “Restructuring” (ZeroHedge)

by

Taiwan’s Economy Feels Heat as TSMC Feeds Global Chip Boom (Nikkei Asia)

by

Return of Short-Selling to Test South Korea’s Small Investors (Nikkei Asia)

by

Housebound Consumers Lift Lenovo to Record Revenues & Profits (HKEXnews)

by

Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)

by

China to Exert Greater Financial Discipline This Year (BNP Paribas AM)

by

Hundreds of IPOs Stuck in Logjam Amid Tightened Regulatory Reviews (Caixin)

by

Hong Kong Stocks Roar Into 2021 on Surge of Investment From China (Nikkei Asia)

by

Asia’s COVID Recovery: Vietnam’s Breakout Moment (Nikkei Asia)

by

Three megatrends in China According to Lei Zhang (The Asset)

by