Tip Sheet Archive

Found 651 entries
Aug 31, 2018

China Tip Sheet August 31: More corporate tax cuts…soaring bank profits…strengthening Africa ties…break for foreign bondholders…Xi and myopia

Aug 30, 2018

China Tip Sheet August 30: Preparing for Cold War…tightening liquidity…warming Japan ties…financial de-risking…natural gas…overseas Chinese

Aug 29, 2018

China Tip Sheet August 29: Inflation fears…Afghanistan army base…Liu He talks up the economy…family planning finished…IPR…Didi apologizes

Aug 28, 2018

China Tip Sheet August 28: PBoC nudges rates up…Xi goes imperial at BRI symposium…income tax debate…FSDC focused on six stabilities…local debt

Aug 27, 2018

China Tip Sheet August 27: Party punishes poor policy implementation…economic anxiety…pushing for reform…PBoC gets counter-cyclical…PLA purge

Aug 24, 2018

China Tip Sheet August 24: Big data questions…disappointing trade talks…financial sector opening…Sino-Russian ties…pork prices…and more

Aug 23, 2018

China Tip Sheet August 23: NO STIMULUS…Party takes over MoARA…Xi propogandizes pro-Xi propaganda…State Council talks SMEs…provincial economies

Aug 22, 2018

China Tip Sheet August 22: China’s new fiscal vehicles…politics in the Xi era…PBoC snoozefest…El Salvador jilts Taiwan…Malaysian rejection 

Aug 21, 2018

China Tip Sheet August 21: China’s massive internet buildout…local government bonds…Malaysia ties…financing small business…property problems

Aug 20, 2018

Correction: China Tip Sheet August 20: Income tax revision…trade war re-think…anti-poverty plan…bankruptcies on the rise…directed lending

Aug 20, 2018

China Tip Sheet August 20: Income tax revision…trade war re-think…anti-poverty plan…bankruptcies on the rise…directed lending…and more

Aug 17, 2018

China Tip Sheet August 17: Encouraging private investment…PBoC steps in on currency…heads roll in vaccine scandal…FDI data…AMCs & P2P and more

Aug 16, 2018

China Tip Sheet August 16: Short-term rates to rise…trade war talks…Mofcom brain drain…NPLs up…local government debt…Hong Kong integration

Aug 15, 2018

China Tip Sheet August 15: LGFV default…tensions with US on the rise…MEE org plan…steel merger scrapped…issuance of gov bonds to accelerate

Aug 14, 2018

China Tip Sheet August 14: July credit and econ data breakdown…Xinjiang…semiconductors…healthcare spending…how to be a good cadre…and more

Aug 13, 2018

China Tip Sheet August 13: July credit data preview…Trade war chicken…Shanghai mortgage rates…Japan ties…P2P policy…PBoC fights depreciation

Aug 10, 2018

China Tip Sheet August 10: Trade war rhetoric heats up…migrant workers…P2P crackdown…backstage at Beidaihe…getting money to small businesses

Aug 9, 2018

China Tip Sheet August 9: Economic policy debate rages on…trade war…BRI rethink…price data…new science group…liquidity…Beidaihe…and more

Aug 8, 2018

China Tip Sheet August 8: Tax system overhaul…deleveraging plan…trade data…PBoC currency intervention…debt-for-equity swaps…trade war & more

Aug 7, 2018

China Tip Sheet August 7: Social credit system…PBoC’s counter-cyclical factor…hypersonic jet…government guarantee fund…current account data

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