Tip Sheet Archive

Found 480 entries
Nov 13, 2017

China Tips Sheet November 13: Banks worry about credit growth…surveillance state…Davos man…population flows…and China’s new growth model 

Nov 10, 2017

China Tip Sheet November 10: Xi trumps Trump…financial sector opening…lower growth…more FDI…socialist solidarity and more!

Nov 9, 2017

China Tip Sheet November 9: On the ground in Shenyang…Trump in Beijing…new financial super regulator…inflation…Ding Xuexiang and more!

Nov 8, 2017

China Tip Sheet November 8: Trump in Beijing…RMB liberalization…autonomous cars…trade down…United Front…industrial policy and more!

Nov 7, 2017

China Tip Sheet November 7: Xi and Trump are the only two that matter…property tax…China’s GPS…PLA loyalty…IPR protection…and more!

Nov 6, 2017

China Tip Sheet November 6: Xi prepares for war…Zhou prepares for a financial crisis…anti-corruption 2.0…Hong Kong…standards…loans and more!

Nov 3, 2017

China Tip Sheet November 3: Party strife…Hongqiao Aluminum toes the Party line…NCDs…PPPs…FSDC…spreading the Xi gospel…and more!

Nov 2, 2017

China Tip Sheet November 2: Stronger RMB…new top cop…SOE privatization…WTO regrets…Ice Silk Road…preaching the Xi gospel and more!

Nov 1, 2017

China Tip Sheet November 1: Xi’s mission…SOEs borrow offshore…fake news…LGFVs won’t go away…Internet Plus…mixed signals on environment

Oct 31, 2017

China Tip Sheet October 31: Trade war…tight markets…Team Xi…PBoC’s new era…supply-side reforms…fair competition…indoctrination and more!

Oct 30, 2017

China Tip Sheet October 30: Tanking bond market…Xi in control…financial tightening…Shanghai’s new leader…Li Keqiang is marginal…and more!

Oct 27, 2017

China Tip Sheet October 27: How the Politburo was chosen…property is political…offshore bonds…accepting mistakes…and the new CMC

Oct 26, 2017

China Tip Sheet October 26: Xi’s new growth paradigm…Trump…interbank caps…old Han men…bank assets…China’s new technocrats and more!

Oct 25, 2017

China Tip Sheet October 25: The new standing committee…Team Xi rules the Politburo…Liu He gets a promotion…as does Yang Jiechi…and more!

Oct 24, 2017

China Tip Sheet October 24: Say my name, says Xi…Wang Qishan is done…Li Yuanchao is done…Tesla’s China gamble…and beefing up the MEP

Oct 23, 2017

China Tip Sheet October 23: Xi talks liquor prices…a coming property tax?…Wang Qishan’s future…qualitative growth metrics…and SOE profits

Oct 20, 2017

China Tip Sheet October 20, 2017: Financial sector opening…or not…the new PBoC governor…proactive regulation…and the Party in your business

Oct 19, 2017

China Tip Sheet October 19: Xi Jinping Thought…bigger SOEs…the next PBoC governor…and the right number to look at in the Q3 GDP data

Oct 18, 2017

China Tip Sheet October 18: Xi Jinping’s long-awaited work report…China’s new fundamental conflict…the role of markets…GDP…and consumer loans

Oct 17, 2017

China Tip Sheet October 17: Party congress starts tomorrow…last chance to pledge allegiance to Xi…gutting checking supply-side reform..hello FSDC

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