China Beige Book

@ChinaBeigeBook

CBB provides the world’s only large-scale, private data on the Chinese economy (RTs not necessarily endorsements).

NYC, DC, London, Hong Kong
Vrijeme pridruživanja: veljača 2012.

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  1. Prikvačeni tweet
    30. sij

    CBB's Miller joins & crew to discuss short term growth worries, longer term expectations & whether multinationals will finally learn their lesson abt using official Chinese govt figures

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  3. " is more sensitive to the US closing its borders than any other country bc we're the global leader," CBB's Scissors tells . "If Burundi closes its borders, if Belgium closes, if Botswana closes, it doesn't really matter"

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  4. "The Wuhan-based laboratory said in its statement that the patent application was filed on Jan 21 & aimed at protecting China's national interests"

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  5. proslijedio/la je Tweet

    The kind of reporting that gives you ulcers: talked to more than a dozen sick ppl in Wuhan waiting 1 week or more for care. "All I am hoping for now is a bed in a hospital," Liu Xiaohong, struggling to breath in an isolation ward, told me.

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  6. proslijedio/la je Tweet

    At this point there is almost no doubt Chinese data is as real as GDP. Whether this is the true number can't say for sure HT

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  7. proslijedio/la je Tweet

    30 hours after birth, a newborn in Wuhan, the epicenter, was diagnosed with the virus, leading medical experts to conjecture the may vertically be transmitted between mother and baby.

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  8. proslijedio/la je Tweet
    5. velj

    Shocking details in this damming interview with a Wuhan ICU doctor: - National health experts set ridiculously strict criteria for diagnosing coronavirus cases against all advice - 40 medics infected in a hospital considered a low figure - In one ICU, 2/3 medics infected

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  9. 5. velj

    "The WH has little interest in antagonizing in ways that jeopardize the phase 1 pledges, & only adds to that,” said CBB's Miller. “But if the WH feels heat in the run-up to the election, this idea could resurface”

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  10. proslijedio/la je Tweet
    4. velj

    So many officials have denied responsibility for the epidemic that online users joke that they are watching a passing-the-buck competition.(It’s “tossing the wok” in Chinese.) The crisis offers a rare glimpse of how China’s giant, opaque bureaucratic system works or fails to work

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  11. 5. velj

    "His most recent appearance was 1/28 when he met the WHO head & said he was personally commanding the response to the outbreak. Yet Xi is not the face of the govt’s fight. He has not been pictured visiting hospitals, docs or patients"

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  12. 5. velj

    " & asked the FCC this wk to keep them off a list of natsec threats, which would bar them from selling gear to subsidized US carriers. in Nov decided to include them & is now deciding whether to require providers to remove their equipmt"

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  13. proslijedio/la je Tweet
    4. velj

    We’re one month out from the start of China’s annual political showpiece - the National People’s Congress. China’s in the midst of a . Who thinks it’ll be delayed? I’m going to swim against the current and predict it will go ahead 😬.

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  14. proslijedio/la je Tweet
    4. velj

    3,156 new confirmed cases in Hubei Province. 65 more dead. So global total confirmed cases: 23,860. Dead: 492.

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  15. 4. velj

    "’s overhaul of its $16T asset mgmt industry is part of a campaign to rein in financial risks. Revamped rules were partic targeted at curbing “shadow banking” activities" If shadow banking has truly petered out, why would a punt be needed?

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  16. 4. velj

    "The plan builds on efforts by some US telecoms to agree on standards allowing 5G software developers to run code atop machines from any hardware manufacturer. That would reduce, if not eliminate, reliance on equipmt"

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  17. 4. velj

    "Advance payments now make up the highest % of funding for RE developers, as almost all sales in are made before construction is finished. A 20% decline in advance payments would reduce sector funding by 1.2T yuan, 7% of 2019's total"

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  18. proslijedio/la je Tweet
    3. velj

    This morning's first session consisted of presentations from Leland Miller (China Beige Book International), Larry Smarr (Calit2), and Preston McAfee (Microsoft Corp.), as well as an audience Q&A moderated by Don Rissmiller, (Strategas Research Partners & GIC Chair Emeritus).

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  19. 4. velj

    "Wenzhou, 900km SE of Wuhan, is a major biz hub for ’s private sector. It is the 2nd city to impose tight restrictions on residents’ movements after Huanggang, which has the highest number of confirmed cases in Hubei (1,002) after Wuhan (>4,100)"

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  20. proslijedio/la je Tweet
    3. velj

    among the many things the meeting calls for is increased internet control "加强网络媒体管控"

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  21. 3. velj

    "According to Scissors, 's econ growth is somewhere b/t an annual rate of 1-3%...A paper published by claims Beijing has exaggerated its growth rate by 2%/yr over the course of a decade"

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