The Perfect Storm Confronting Xi Jinping (Heritage Foundation)
- Entering 2018, Chinese President Xi Jinping appeared to be charting a very new path not only for China but for himself.
- China has floated, at various points over the past two years, increasing purchases of American goods by $200 billion to $1 trillion.
- If Xi is worried about domestic stability, he likely cannot pass along tariff-induced rises in food prices to the consumer (at least not in full). READ MORE
- China Has $67 Trillion in Potential Consumer Spending Over the Next 10 Years (Nielsen)
- Shift Your Emerging Market Consumer Exposure from MNCs to Local Stocks (FE Trustnet)
- China Loses #2 Creditor Rank to Germany (Bloomberg)
- Credit Trends: Demystifying China’s Domestic Debt Market (S&P Global Ratings)
- The Coming Eurasian Century: Russia and China are De-Dollarizing. Is “Pipelineistan” Coming?
- Wal-mart Goes Native in China (AP)
- Macro Tailwinds That Could Propel China’s Internet Sector (KraneShares)
- China’s $246B Foreign M&A Buying Spree Is Slowing (Bloomberg)
- Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
- Why Emerging Market Refrigerators Contain Cold Hard Economic Data (II)