Dual Circulation

Xi’s buy-local economic rescue plan faces hard sell

Much is at stake with Beijing’s new “dual circulation” drive, buzzwords coined by President Xi Jinping to describe a push for more domestic consumption while maintaining strong contacts with major trading partners.  The de-globalization and protectionist headwind facing Beijing, compounded by Washington’s belligerence, has apparently…

Chinese debt a safe and sound market bet

Foreign holdings of Chinese debt grew at the fastest rate on record during July and August as the yuan rose against the dollar and the Chinese economy evinced clear signs of economic recovery. Foreign holdings of onshore bonds rose to 2.86% of the total market…

Everything going according to plan in China

Let’s start with the story of an incredibly disappearing summit.  Every August the Chinese Communist Party’s leadership converges upon the town of Beidaihe, a seaside resort two hours away from Beijing, to discuss serious policies that then coalesce into key planning strategies to be approved…

Time to buy China’s smoking hot equities

Chinese stocks don’t look as cheap on a valuation basis as they did in January 2019 before a 60 percentage point gain in the CSI 300 Index. As we explain below, China’s equity market valuation rose as currency risk shrank. We are a long way…

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