Fate Of China’s Mega-Rally Depends On Fiscal ‘Big Move’
Perhaps the Chinese government gets the message. At long last. On Wednesday, Zichen Wang published
Perhaps the Chinese government gets the message. At long last. On Wednesday, Zichen Wang published
If the last two weeks are any indication, “winning” a trade war with China is going to be anything but “easy”.
If you’re curious as to how committed officials in Beijing really are to the stimulus
On Thursday, a reader suggested, not implausibly, that a recent high-profile bull call on Chinese
Chinese equity investors are an excitable lot, God bless ’em. And international investors were woefully
It was a blockbuster week for Chinese equities. An out-and-out barnburner. On Friday, mainland shares
How long before they stop reporting the numbers? I’m just joking. I think. But if
China could’ve ruled the world. All the government in Beijing had to do was pretend
The Chinese economy’s a mess. I’ve run out of academic ways to say as much.
Earlier this month, PDD founder Colin Huang usurped water baron Zhong Shanshan atop the list
China has a bond bubble on its hands. I’m not sure how interesting that is
There’s a little bit of panic going on in Chinese policy circles. When the PBoC
China’s finally getting serious about rescuing the country’s beleaguered property market. On Friday, more than
The good news is, the Chinese economy expanded more quickly than anticipated in Q1, if
Surprise: Domestic demand in China’s still moribund. Or at least that’s one way to read
An update on US inflation and the start of earnings season for corporate America will
Chinese economic activity picked up in March, according to… well, according to China’s statisticians. Can
In addition to Jerome Powell’s congressional testimony, traders will be treated this week to a
How bad is the macro situation in China? It’s a crucial question. For China, yes,
China’s taken to pre-announcements lately. Last week, Premier Li Qiang revealed the headline annual growth
China was supposed to cut rates on Monday. Consumer prices are flat in good months
Don’t call it “QE.” The Party doesn’t like that. In a testament to ongoing concerns
Beijing is “disappointed.” With a lot of things and also with a lot of people,
Beijing on Sunday slashed by half a key levy on stock trades, the latest in
Whenever there’s trouble in China, the media conjures Lehman. “China Needs A Lehman Moment” or
Jackson Hole, and specifically what Jerome Powell has to say on Friday morning, is the
China needs to do something to turn things around. That much is clear, even if
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