Tip Sheet Archive

Found 436 entries
Sep 6, 2017

China Tip Sheet September 6: Xi’s message to the world…a Wang Qishan sighting…what’s going on with Hubei real estate.. big bank fines and more! 

Sep 5, 2017

China Tip Sheet September 5: Ballooning trust industry…’precision’ poverty relief…PRC 3.0…real estate confusion…coal cuts…and more!

Sep 4, 2017

China Tip Sheet September 4: Low expectations for BRICS…Xi is irritated with Kim…fixing Dongbei…the NPC meets…and the MEP ups its game

Sep 1, 2017

China Tip Sheet September 1: What the date for the congress tells us…shrinking interbank assets…and controlling coal prices

Aug 31, 2017

China Tip Sheet August 31: Bank assets…IPR…Cai Qi…SOEs…EVs and more!

Aug 21, 2017

China Tip Sheet August 21: Beidaihe wraps up… NPC dates set… Outbound investment… bank regulation… expanding the VAT

Aug 18, 2017

China Tip Sheet August 18: Xi is back…Bannon gets burned…joint-stock banks shrink…new Politburo frontrunner…CFIUS more murky…an much more!!!

Aug 17, 2017

China Tip Sheet August 17: IMF warns China…railway monopoly…privatizing Unicom…local government debt…FDI…and better waste management

Aug 16, 2017

China Tip Sheet August 16: The evolution of industrial policy…Zhou Xiaochuan’s legacy…credit data…LGFVs get their wings clipped..and dirty water

Aug 15, 2017

China Tip Sheet August 15: Barking on trade…China’s version of “too big to fail”…the Party is in your boardroom…and Apple’s latest China gambit 

Aug 14, 2017

Update: China Tip Sheet August 14: Stuck in the middle on North Korea…Xi’s unwavering goals…red flags on the economy…and currency herd behavior

Aug 14, 2017

China Tip Sheet August 18: Stuck in the middle on North Korea…Xi’s unwavering goals…red flags on the economy…herd behavior & Q2 monetary report

Aug 11, 2017

China Tip Sheet August 11: Xi Jinping’s priorities…China’s latest bank run…the adult in the room on North Korea…and a fresh take on Xi 

Aug 10, 2017

China Tip Sheet August 10: Prepping for a banking crisis….Beidaihe is happening…and the truth about bank assets

Aug 9, 2017

China Tip Sheet August 9: Aluminum joins the metals party…All Xi Jinping’s men…China goes cashless…debt-equity swaps…and government websites

Aug 8, 2017

China Tip Sheet August 8: Capital controls explained, redux…getting Fliggy with it…a spat with Vietnam…and the banking system doubles over night

Aug 7, 2017

China Tip Sheet August 7: China delays the inevitable…latest greatest capital controls…steel prices are zipping…and the latest internet stats

Aug 4, 2017

China Tip Sheet August 4: Inside Xi Jinping’s head on the India standoff…Beijing banks…resisting de-listing… FX changes…and zombie doctors

Aug 3, 2017

China Tip Sheet August 3: Capital controls explained…interbank cleanup is the “real thing”…new bonds…shared bikes…the environment…and more!

Aug 2, 2017

China Tip Sheet August 2: SAFE intensifies scrutiny…critical bankruptcy data…fixing the property market…why China’s companies are unprofitable

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