Skip to content
Tuesday, March 28, 2023
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • HR Weekly+
  • Monthly Letters+
  • Shop

Category: China

V-Bottom Mania

July 29, 2021July 30, 2021

As it turned out, Chinese state media were correct to predict equities would rebound “quickly”

Read More

Leave a Comment on V-Bottom Mania

‘Courageous’ China May Impose Losses On Huarong Bondholders: NYT

May 18, 2021May 19, 2021

When last I checked on the Huarong debacle, reports indicated the PBoC was set to

Read More

Leave a Comment on ‘Courageous’ China May Impose Losses On Huarong Bondholders: NYT

‘China’s Credit Impulse Just Turned Negative’

May 12, 2021May 12, 2021

Lost in the whirlwind of inflation hysteria Wednesday was a notable downside surprise in China’s

Read More

2 Comments on ‘China’s Credit Impulse Just Turned Negative’

PBoC To Hold Nose, Eat Billions Of Huarong’s Bad Cooking

April 21, 2021April 22, 2021

Speculation about the future of Huarong, the state-linked bad debt manager at the heart of

Read More

2 Comments on PBoC To Hold Nose, Eat Billions Of Huarong’s Bad Cooking

The Huarong Message

April 19, 2021April 28, 2021

Chinese equities kicked off the new week with what may as well have been the

Read More

2 Comments on The Huarong Message

Meanwhile, In China…

April 15, 2021April 20, 2021

As expected, China reported its largest quarterly economic expansion in history Friday. The world’s second

Read More

Leave a Comment on Meanwhile, In China…

Baked Alaska

March 19, 2021March 22, 2021

Chinese stocks crumbled Friday, diving nearly 3%, a slide some attributed to acrimony during high-level

Read More

12 Comments on Baked Alaska

China Serves Up Indecipherable Surge In Retail Sales, Factory Output

March 14, 2021March 19, 2021

A year ago today, China reported what, as far as I know, was the first

Read More

2 Comments on China Serves Up Indecipherable Surge In Retail Sales, Factory Output

‘Patriots’ Only

March 11, 2021March 16, 2021

There’s “no need for sudden shifts” in economic policy this year, Chinese Premier Li Keqiang

Read More

6 Comments on ‘Patriots’ Only

‘Mock Starket’ (Meanwhile, In China)

March 10, 2021March 10, 2021

A day after state-backed funds intervened to stanch the bleeding in mainland Chinese stocks, Weibo

Read More

Leave a Comment on ‘Mock Starket’ (Meanwhile, In China)

China On Brink Of Bear Market As State Rescue Fails

March 9, 2021March 12, 2021

An already tenuous situation in mainland Chinese equities deteriorated further Tuesday despite state intervention to

Read More

3 Comments on China On Brink Of Bear Market As State Rescue Fails

It’s Bad In China. And Worse For Hong Kong Tech

March 8, 2021March 9, 2021

Last week, I whispered about a “global tech bear market.” The poster child, I noted,

Read More

1 Comment on It’s Bad In China. And Worse For Hong Kong Tech

China Posts Ridiculous Trade Surge On Base Effects, Demand Recovery

March 7, 2021March 9, 2021

What do you get when you combine pent-up demand abroad, a maturing domestic recovery, and

Read More

Leave a Comment on China Posts Ridiculous Trade Surge On Base Effects, Demand Recovery

Central Planning

March 5, 2021March 8, 2021

For a few hours in Asia, it looked like selling pressure inherited from Wall Street

Read More

Leave a Comment on Central Planning

Bad Liquor

March 4, 2021March 4, 2021

“Many investors who once called themselves fans of Zhang, began to raise questions and engage

Read More

Leave a Comment on Bad Liquor

China Underwhelms After Holiday, While Hong Kong IPO Craze Continues

February 18, 2021February 18, 2021

China got back to business Thursday following the Lunar New Year holiday. Mainland shares were

Read More

Leave a Comment on China Underwhelms After Holiday, While Hong Kong IPO Craze Continues

China’s Pandemic Rebound Belies Two-Track Recovery

February 10, 2021February 10, 2021

Most “regular” (and I don’t have a concrete definition of that) market participants likely didn’t

Read More

Leave a Comment on China’s Pandemic Rebound Belies Two-Track Recovery

With Trade War Lost, Trump Throws Last Punch In China Fight

January 18, 2021January 19, 2021

The consensus narrative around the Trump administration’s final push to squeeze Beijing ahead of Joe

Read More

4 Comments on With Trade War Lost, Trump Throws Last Punch In China Fight

It’s Official: China’s Economy Expanded In 2020 Despite Pandemic

January 17, 2021January 23, 2021

Well, it’s official. The Chinese economy expanded in 2020. Or at least according to Beijing

Read More

Leave a Comment on It’s Official: China’s Economy Expanded In 2020 Despite Pandemic

Alibaba, Tencent Spared Trump’s Wrath. Xi ‘Hopes’ Starbucks Can Thaw Cold War

January 14, 2021January 14, 2021

Maybe it was just my espresso high (which would be ironic in this case), but

Read More

1 Comment on Alibaba, Tencent Spared Trump’s Wrath. Xi ‘Hopes’ Starbucks Can Thaw Cold War

China’s Exports Robust As Trade Surplus Hits Record

January 13, 2021January 13, 2021

The data out of China continues to suggest the world’s second-largest economy is on reasonably

Read More

2 Comments on China’s Exports Robust As Trade Surplus Hits Record

Trump Shouts Loudly At Ant Group, Tencent On His Way Out The Door

January 5, 2021

An already fraught situation became even more convoluted on Tuesday evening in the US when,

Read More

2 Comments on Trump Shouts Loudly At Ant Group, Tencent On His Way Out The Door

NYSE Backtracks On Chinese Telco Delistings As Market Eyes Oil Majors

January 4, 2021January 4, 2021

Late last week, the NYSE said it would delist China Mobile, China Unicom, and China

Read More

2 Comments on NYSE Backtracks On Chinese Telco Delistings As Market Eyes Oil Majors

D-Lister Forces Delistings After Three Years Of Decoupling

January 1, 2021January 4, 2021

Say goodbye to the US listings of China Mobile, China Unicom, and China Telecom. The

Read More

Leave a Comment on D-Lister Forces Delistings After Three Years Of Decoupling

For Jack Ma, The Cost Of Insubordination Is $11 Billion (And Counting)

December 30, 2020March 25, 2021

Poor Jack Ma. I mean, not really. Things can’t be all that bad if you’re

Read More

6 Comments on For Jack Ma, The Cost Of Insubordination Is $11 Billion (And Counting)

China’s Tech Titans Crumble At Xi’s Feet

December 28, 2020December 29, 2020

Since peaking in October, Alibaba has now shed more than a quarter trillion in market

Read More

6 Comments on China’s Tech Titans Crumble At Xi’s Feet

Ant, Meet Sledgehammer

December 27, 2020December 28, 2020

Jack Ma should have kept his mouth shut. The often flamboyant billionaire was reportedly warned

Read More

11 Comments on Ant, Meet Sledgehammer

Posts navigation

1 2 … 39 Next

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

Most Read

  • Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
    Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
  • Recession 'Here In A Few Months'
    Recession 'Here In A Few Months'
  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
    Interview That Collapsed Credit Suisse Costs Saudi Financier His Job

Recent Comments

  • derek on Layoffs Won’t Solve This Inflation Problem
  • John Banjo on Recession ‘Here In A Few Months’
  • T-Dog on Layoffs Won’t Solve This Inflation Problem
  • ChgoDave on Unbothered By Bank Runs?
  • Wave Dash on America’s Housing Bubble Flies South For The Spring

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2023.
 

Loading Comments...