CX Daily: 2008 Redux? SVB Collapse Raises Questions About Banking Oversight
Cover Story: 2008 Redux? SVB collapse raises questions about banking oversight. China launches campaign to tackle pressing domestic challenges.
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CX Daily: Where Do Fake Covid Drugs Come From?
In Depth: Where do fake Covid drugs come from? Local Chinese governments paid $148 billion in interest in 2022. IMF raises China’s 2023 growth...
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China EV Outlook: 2023 Will Be a Year of Divergence
We think the fiercer competition in 2023 will inevitably lead to divergence. The followers such as Xpeng, could only sacrifice margin. We reiterate...
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GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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CX Daily: Lithium Tops Out
In Depth: Lithium tops out. ‘China’s door to the outside will only open wider,’ Vice Premier Liu He says. Charts of the Day: China’s FDI growth...
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