New Indicator Shows China’s Consumers Are Spending — on Services
Amid the gloom of China’s economic slowdown, there are some bright spots. A new data series released by the National Bureau of Statistics (NBS) on...
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US: SCOTUS Upends Trump's Tariff Framework; Good for Global Trade
SCOTUS invalidated Trump's tariffs. US deficits declined with China, increased with Mexico, Taiwan, Vietnam, Ireland. Lower tariffs in 2026 will...
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China: Winning the Trade War While Still Imploding Domestically
China's record trade surplus, despite stronger RMB, shows China has won 1st phase of the trade war. Vulnerabilities (big net capital outflows,...
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China: Record Bearish Positioning Ahead of Stimulus
China & HK allocations among Global funds have hit new lows, with 25.5% of funds avoiding the region entirely and a record 79.6% underweight versus...
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Central Government Policy Aid Set to Catalyze LGFVs' Fortunes in 2024
China’s Local Government Financing Vehicles (LGFVs) across the country have shown a diverse credit profiles with majority of the LGFV’s exhibiting...
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