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GAVEKAL DRAGONOMICS
Iran conflict could flip China's deflation into 'bad inflation'China is facing an uphill struggle with the looming threat of deflation, compounded by the potential inflationary fallout from the ongoing ...
China floods the world with cheap exports after Trump's tariffsChina's export engine remains strong, heading towards a record trade surplus by finding new markets in India, Africa, and Southeast Asia. T...
Nvidia says its chips have no 'backdoors' after China flags H20 security concernsThe regulator said it had summoned Nvidia to a meeting on Thursday to explain whether its H20 AI chip had any backdoor security risks, as i...
Nvidia CEO's China charm offensive underscores rock star status in key marketNvidia's CEO Jensen Huang solidified his popularity in China during his recent visit, engaging with fans and attending a supply chain expo....
China's Xi Jinping attends symposium on private enterprisesPresident Xi Jinping attended a symposium for private enterprises where top Chinese tech entrepreneurs, including Alibaba's Jack Ma and Ten...
China's looming fiscal package set to stabilise rather than boost growthChina is planning a fiscal package to support its economy by addressing issues in local government debt and the property market. The focus ...
China's retirement age reforms not enough to fix pension headacheChina's decision to raise retirement ages aims to address pension deficits and support a shrinking workforce amid economic slowdown. The po...
China pushes banks to speed approvals of new loans to private developers, say sourcesChinese regulators are urging banks to expedite the approval of new loans to cash-starved private property developers to revive homebuyer s...
China's exports fall 7.5% in May, adding to stimulus talkChinese exports have fallen 7.5% YoY in May, marking the first decline since February, with overseas shipments sinking due to a fading post...
China set to overhaul financial system giving Xi more controlAuthorities are considering reviving the long-disbanded Central Financial Work Commission to allow the ruling Communist Party to assert mor...
China's Q4 GDP hits early speed bump as Covid stifles economyMobility statistics - from metro passenger traffic in cities and flight cancellations to domestic container handling at major ports - have ...
China economy grows, but Xi Jinping's new power spooks investorsChina had been expected to announce some of its weakest quarterly growth figures since 2020, with the world's second-biggest economy hobble...
China's economy slows as Xi Jinping plans for historic third termThe figures for the third quarter, along with a salvo of other economic indicators, will be unveiled in the middle of the week-long politic...
China property protests threaten to dent $220 bln of banks' mortgage loansThe widening home buyer protest in China adds to the woes for the country's property sector, which accounts for a quarter of the economy, a...
China stocks post worst week in six, yuan slides, as Shanghai extends lockdownThe CSI300 index ended the day 0.44% higher at 4,013.25 points, after slumping as much as 1.1% earlier, while the Shanghai Composite Index ...
China's economic data hints at cost of zero COVID strategyThe slowdown that started in March is expected to worsen this month, with even more regions placed under restrictions. This is bad news for...
China called finance apps the best thing since the invention of compass. But no longer nowState media hailed Alipay as one of China’s four great modern inventions, putting it and bicycle sharing, e-commerce and high-speed rail up...
Apple suppliers’ exodus from China won’t slow down under Joe BidenApple Inc., the largest of the many tech giants that rely on Chinese factories to make their gadgets, will move some production of its iPad...
China's economic growth seen hitting 44-year low in 2020, bounce 8.4% in 2021: PollThe world's second-biggest economy is now expected to expand by 2.1% in 2020, according to the median of 37 analysts surveyed by Reuters, d...
China removes foreign-stake limits in banksChina is showing they are keeping their promise and that regulators are interested in opening up, rather than closing down