Tip Sheet Archive

Found 377 entries
May 8, 2018

China Tip Sheet May 8: Rise of ABS…Liu He to DC…nationalist fervor…FX data…pollution control…MASSIVE gov re-org phase 2…values and more!

May 7, 2018

China Tip Sheet May 7: Financial sector opening…modern Marx…Xi’s telephone diplomacy…China’s standards push…current account deficit and more!

May 4, 2018

China Tip Sheet May 4: Financial regulatory storm…industrial policy…UBS dives in…default in Zhejiang…trade talks…Xi is the new Marx and more

May 3, 2018

China Tip Sheet May 3: Marxism for the people…payments open to foreigners…US-China trade talks…Wang Yi in Pyongyang…cutting red tape and more!

May 2, 2018

China Tip Sheet May 2: Financial regulatory blitzkrieg…Sino-Indian reset…Taiwan loses a friend…property tax on back burner…and more!

Apr 27, 2018

China Tip Sheet April 27: National Team portfolio…tech arms race goes nuclear…payment systems…auto tariffs…insurance crackdown…ZTE and more!

Apr 26, 2018

China Tip Sheet April 26: Tech war overshadows trade war…Xi’s retail politics…AMCs in the crosshairs…tax cuts…Peter Navarro goes to China

Apr 25, 2018

China Tip Sheet April 25: India shuns Belt and Road…tight money markets…Xi’s pragmatic socialism…Didi’s new rival…semiconductor madness & more

Apr 24, 2018

China Tip Sheet April 24: What everybody is getting wrong about the Politburo meeting…Dongbei opening…deposit rate liberalization…better stats

Apr 23, 2018

China Tip Sheet April 23: Cyber superpower…Xiongan plan…Yi Gang speaks…ZTE bailout…CPPCC talks AI…Alibaba gets into semiconductors and more!

Apr 20, 2018

China Tip Sheet April 20: Slumping bond yields…overseas aid…ZTE saga continues…import waste ban…Voice of China…air pollution woes and more!

Apr 19, 2018

China Tip Sheet April 19: Forget the trade war – ZTE is the real story…Xi to Pyongyang…Ant Financial…NPC agenda…industrial policy…and more!

Apr 18, 2018

China Tip Sheet April 18: RRR cut interpreted…national security creep…China’s opening plan…housing data…Liu He’s industrial policy…and more!

Apr 17, 2018

China Tip Sheet April 17: Q1 growth as expected…but March data implies slowing…Xi promises no lifelong tenure…Party exerts control over media…

Apr 16, 2018

China Tip Sheet April 16: Environmental NGOs flex muscles…loan growth down…Hainan free trade port…Japan, DPRK ties improving…CD rates relaxed

Apr 13, 2018

China Tip Sheet April 13: A navy parade…Anbang downsizing…more M&A on the way…trade data…China-NK Border…divvying up gov work…and more! 

Apr 12, 2018

China Tip Sheet April 12: Tech companies in the crosshairs…easing capital controls…LGFVs under scrutiny…Xi talks economy…Party-state re-org…and more

Apr 11, 2018

China Tip Sheet April 11: China doesn’t fear trade war…Asia’s #1 geopolitical risk…financial opening…Party cells in businesses…inflation slows

Apr 10, 2018

China Tip Sheet April 10: Xi promises opening at Boao…Wang Qishan sighting…RMB devaluation…financial data monitoring…Han Zheng and more!

Apr 9, 2018

China Tip Sheet April 9: More on the trade war…China’s biggest import…political correctness goes to far…PPP projects get cancelled…FX reserves

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