★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance China’s Credit Ratings Face Negative Outlook, Foreign Outflows Continue to Flatten Equity Performance Moody's shifted their outlook on China's sovereign credit rating to "negative" on Tuesday morning, highlighting a potential need for stimulus…McAlinden Research PartnersDecember 5, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsMarkets Foreign Investment Flows to China Continue to be Chopped Down by Sputtering Sentiment The latest PMI readings out of China suggest continued degradation in the country's manufacturing activity. Profits throughout the Chinese industrial economy have declined throughout…McAlinden Research PartnersNovember 1, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Beijing’s Regulatory Blitz May Fail to Revive Chinese Financial Markets if Growth Risks Remain Unresolved China's reduction of a stamp duty tax on stock trades, the country's latest financial market reform effort, managed to help the…McAlinden Research PartnersAugust 28, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTransportation Labor Day Holiday Helps Launch China Toward Long-Awaited Travel Recovery China's is wrapping up its first Labor Day holiday without the threat of COVID-induced lockdowns hanging over the nation since…McAlinden Research PartnersMay 3, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China’s Real Estate Recovery Slow to Trigger New Construction, Developers Begin New Fundraising Efforts The first expansion of China's real estate sector since 2021 coincided with a better-than-expected first quarter GDP reading this week, indicating…McAlinden Research PartnersApril 20, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsPolitics & Policy China’s Diplomatic Onslaught Likely Key to Sustaining International Growth of Yuan-Denominated Payments China's efforts to build inroads with large emerging market economies has been supercharged by renewed diplomatic efforts across western Asia…McAlinden Research PartnersApril 12, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary PolicyPolitics & Policy China Financials Unbowed by Western Banking Turmoil, De-Dollarization in Asia Begins Taking Shape While shares of US and European banks have been roiled by liquidity concerns and failures or near-failures of several banks…McAlinden Research PartnersMarch 22, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeManufacturing & LogisticsMarketsMonetary Policy Chinese Economic Data Surges into Annual Congress, Potentially Impacting Forthcoming Growth Target Several key data points appear to indicate China's economic recovery, following an extended bout of COVID-induced lockdowns, has taken hold.…McAlinden Research PartnersMarch 2, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarkets China’s COVID Wave Abates, Clearing the Way for a Post-Lockdown Burst in Consumer Spending Much has been made of China's re-opening, which spurred commodities prices higher and brightened growth prospects for the global economy.…McAlinden Research PartnersFebruary 13, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceReal Estate & Construction Beijing Digs Property Developers Out of Cash Crunch, But Reforms Will Need to be Supported by Demand Shares of Chinese real estate developers have soared into 2023, largely reflecting the introduction of more permissive policy from Beijing.…McAlinden Research PartnersJanuary 11, 2023