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Twitter Update

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China Beige Book

Retweeted post by @China Beige Book

China Beige Book

“#China is getting canceled & the economy is a dumpster fire,” said a HK-based equity analyst. Not true, but telling. Stocks, property, currency & return on deposits are all weak at the same time. And that’s what the people who get quoted care about.

June 14, 2023, 2:24 p.m.

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China Beige Book

Not detaining foreigners would be a good start.

YUAN TALKS

#China to study stronger policy measures to attract foreign investment, to further shorten negative list for foreign investment - state planner NDRC

June 14, 2023, 2:20 p.m.

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China Beige Book

Retweeted post by @Matthew Miller

Matthew Miller

.@SecBlinken will travel to Beijing June 16-19 to discuss management of the U.S.-PRC relationship and issues of concern. He will then continue on to London from June 20-21 to attend the Ukraine Recovery Conference.

June 14, 2023, 2:15 p.m.

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China Beige Book

Retweeted post by @Sofia Horta e Costa

Sofia Horta e Costa

Chinese investors are moving more money abroad, with outflows via two key channels accelerating this year. Banks launched 144 WMPs in foreign currencies Jan-April, +177% y/y. Some 26 QDII funds were issued through June 13, on track for a half-year record.

June 14, 2023, 2:14 p.m.

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China Beige Book

Note we originally created the tongue-in-cheek "Stimulus!/Not stimulus!" series bc there's never a shortage of misinfo, disinfo & rumor-mongering about whether 🇨🇳 #stimulus is incoming. It can be overwhelming. ➡️Watch what they do, not what they say

June 14, 2023, 2:31 a.m.

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China Beige Book

Retweeted post by @Sari Arho Havrén

Sari Arho Havrén

From the Nordic countries #Finland relies on Huawei gear in its 5G networks by 41%, while Sweden’s, Norway’s, Denmark’s dependency is zero. Baltics are in the zero club too.

June 14, 2023, 1:34 a.m.

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China Beige Book

Stimulus!

YUAN TALKS

#China's 10-year govt #bond yield drops further to approach 2.6% mark, hitting 2.6025%, a new low since Jun 2020, on expectation of monetary easing.

June 14, 2023, 1:28 a.m.

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China Beige Book

June 14, 2023, 1:04 a.m.

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China Beige Book

"Global fund managers say they are rushing to meet client demand for new Asian investment products that exclude #China, as investor appetite for the region’s largest economy is hit by slowing growth & mounting geopol risk"

June 14, 2023, 12:38 a.m.

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China Beige Book

Retweeted post by @China Beige Book

China Beige Book

"By '16, plans were made to set up a joint, cutting-edge #quantum research ctr in #China headed by Pan & his German colleagues...included was the Natl University of Defense Technology, China's top military university, which reports directly to Xi Jinping"

June 14, 2023, 12:33 a.m.

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China Beige Book

Retweeted post by @Hans von der Burchard

Hans von der Burchard

News 🚨: The German government aims to downsize its China summit in Berlin next Tuesday to avoid giving the impression to partners that it’s receiving Beijing with all too open arms. Berlin also plans to publish its China strategy on July 5.

June 13, 2023, 11:48 p.m.

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China Beige Book

Retweeted post by @Shehzad Qazi

Shehzad Qazi

"This was supposed to be the yr to buy🇨🇳stocks as investors counted on Beijing to supercharge the economy &revive property mkt aftr yrs of Covid restrictions. Such certainty has instead been replaced by weak sentiment that’s proving partic hard to reverse"

June 13, 2023, 11:17 p.m.

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China Beige Book

Retweeted post by @Caixin Global

Caixin Global

The U.S. Commerce Department added 31 Chinese companies and entities to an export control list Monday, citing their alleged ties to the Chinese military and to human rights issues.

June 13, 2023, 10:27 p.m.

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China Beige Book

Retweeted post by @Gavin Bade

Gavin Bade

NEW: House Ways & Means UNANIMOUSLY advances this Taiwan trade legislation seeking to exert congressional authority over ongoing economic talks

June 13, 2023, 9:44 p.m.

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China Beige Book

Retweeted post by @Bill Bishop

Bill Bishop

"China is expected to see a net outflow of 13,500 high net worth individuals this year, extending the loss of millionaires in the past decade, according to the Henley Private Wealth Migration Report" via @NikkeiAsia why leave the great rejuvenation?

June 13, 2023, 8:05 p.m.

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China Beige Book

"PBOC said Tues it cut the interest rate on 7-day reverse repos to 1.9% from 2.0%, its 1st cut in short-term lending rates since Aug...also injected 2B yuan, or $280M, into the banking system at the new, lower rate" Itsy-bitsy "stimulus"

June 13, 2023, 8:01 p.m.

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China Beige Book

Retweeted post by @Sofia Horta e Costa

Sofia Horta e Costa

I wrote about how China’s government is once again attempting to cultivate a ‘slow’ bull market in stocks

June 13, 2023, 7:46 p.m.

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China Beige Book

Retweeted post by @China Beige Book

China Beige Book

"#China analysts face fraught choices w/every report they publish: will this bearish forecast get us accused of being anti-China?...But i-banks aren’t doing themselves any favors trying to sugarcoat #China’s increasingly dire economic straits"

June 13, 2023, 6:15 p.m.

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China Beige Book

Retweeted post by @China Beige Book

China Beige Book

"If I told u US VCs promoted a Ponzi that used a cartoon game to steal 100s of millions from poor workers in the Philippines to send to NKorea to fund a ballistic missile program, u probably wouldn’t believe me. Unless I said “using crypto...” @matt_levine

June 13, 2023, 6:13 p.m.

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China Beige Book

Retweeted post by @Jonathan Cheng

Jonathan Cheng

"The proportion of foreign residents in China is approximately 0.05%, which is significantly low for the world's second-largest economy. It lags behind…Japan and S. Korea…It is even lower than countries like Laos…and Cambodia."

June 13, 2023, 2:27 p.m.

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China Beige Book

Retweeted post by @People's Daily, China

People's Daily, China

Russian President Vladimir Putin on Tuesday signed a law ratifying an intergovernmental agreement with China on cooperation in the field of natural gas, allowing supplies from Russia to China via the Far East route.

June 13, 2023, 2:25 p.m.

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China Beige Book

Retweeted post by @YUAN TALKS

YUAN TALKS

#BREAKING: #PBOC cut #rates on Standing Lending Facility (SLF) by 10 bp. Rate on overnight SLF is cut to 2.75%, 7-day SLF to 2.9% and one-month SLF to 3.25%.

June 13, 2023, 1:54 p.m.

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China Beige Book

June 13, 2023, 1:53 p.m.

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China Beige Book

Retweeted post by @China Beige Book

China Beige Book

"British chip designer #Arm, backed by #SoftBank, is in talks w/potential strategic investors including #Intel to anchor what will be one of the largest IPOs of the year"

June 13, 2023, 1:47 p.m.

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China Beige Book

Retweeted post by @Andrew Erickson 艾立信

Andrew Erickson 艾立信

"#Iranian #drone brought down by #Ukrainian forces in April contained a voltage converter that appeared to have been made in #China in mid-Jan...#Chinese part was made in Jan, shipped to #Iran, installed & then sent to #Russia & used vs #Ukraine in April."

June 13, 2023, 4:07 a.m.

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