Tip Sheet Archive

Found 377 entries
Jan 29, 2019

China Tip Sheet January 29: No monetary stimulus…IPR protection…Xi’s more flexible approach…further market openings…more NPLs…and much more

Jan 28, 2019

China Tip Sheet January 28: Xi stresses political purity…cutting reliance on oil…change at the CSRC…Shanghai property policy..trade talks & more

Jan 25, 2019

China Tip Sheet January 25: Huawei’s new 5G kit…no QE…national pipeline company…Xi’s dream city…trade talks to resume…and more

Jan 24, 2019

China Tip Sheet January 24: More leeway for local officials…Bing banned…PBoC’s new tool…China’s Davos flop…new CSRC chief?…loan write-offs

Jan 23, 2019

China Tip Sheet January 23: China leads 5G race…Xi wants officials to stay the course…MoF promises fiscal support…Taiwan integration and more

Jan 22, 2019

China Tip Sheet January 22: Xi Jinping has a lot of worries…zombie companies in the crosshairs…SOE profits…bond defaults…population pressures

Jan 21, 2019

China Tip Sheet January 21: What the GDP numbers tell us…China’s plan to end the trade war…slumping cell phones…Party tightens grip…and more

Jan 18, 2019

China Tip Sheet January 18: Still waiting for big meeting…PBoC and MoF spat…Ren Zhengfei disses indigenous innovation…drug procurement and more

Jan 17, 2019

China Tip Sheet January 17: Economy is bad…but there will be no stimulus…de-risking continues…rule of law…financial corruption…Xiong’an…

Jan 16, 2019

China Tip Sheet January 16: Xi’s latest speech…Huawei founder’s interview…credit data…SOE reform…busting local protectionism…and more

Jan 15, 2019

China Tip Sheet January 15: Officials talk up the economy…but also reiterate no stimulus…pledge better environment for foreign investment and more

Jan 14, 2019

China Tip Sheet January 14: Growth target to be lowered…evolving anti-corruption campaign…shrinking population…weak trade data…and more

Jan 11, 2019

China Tip Sheet January 11: Policy transmission lag…Liu He to DC…CNY adventures…prickly Wang Qishan…DPRK divergence…no OMOs…and more

Jan 10, 2019

China Tip Sheet January 10: No big stimulus…oil and gas reforms…weak PPI…more tax cuts…accelerated local government bond issuance…and more

Jan 9, 2019

China Tip Sheet January 9: Liquidity injections aren’t working…extended trade talks…attracting foreign investment…new kind of stimulus and more

Jan 8, 2019

China Tip Sheet January 8: Big meeting brewing…FX reserves up…Kim Jong-un in Beijing…positive trade talks…Samsung hurting…Xi in charge

Jan 7, 2019

China Tip Sheet January 7: Anti-monopoly regulator beefs up…RRR cuts…trade talks…REITs…local support measures…new inspection rules and more

Dec 14, 2018

China Tip Sheet December 14: Politburo talks economy…Yi Gang talks monetary policy…Yang talks manufacturing…and everybody says no stimulus

Dec 13, 2018

China Tip Sheet December 13: Is Made in China 2025 dead?…more details on Michael Kovrig…new bond rules…PBoC goes macroprudential…and tax cuts

Dec 12, 2018

China Tip Sheet December 12: China detains former Canadian diplomat…while touting reform and opening…credit growth slows again…and a weak 2019

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