★ 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
★ Daily Intelligence Briefings (DIBs)Economics & TradeLabor, Education & DemographicsPolitics & Policy China’s Year of Protest Continues to Threaten Growth Targets, Culminates in Anti-Lockdown Demonstrations Widespread protests have broken out across China in opposition of yet another bout of lockdowns in the world's second-largest economy.…McAlinden Research PartnersNovember 29, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Chinese Bank Protests Intensify, Spotlighting Issues Facing Country’s Regional Banking System Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…McAlinden Research PartnersJuly 13, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyReal Estate & Construction China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…McAlinden Research PartnersJune 29, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…McAlinden Research PartnersJune 8, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeMonetary Policy China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…McAlinden Research PartnersMay 4, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyPolitics & Policy China Signals New Stimulus Measures, But All Signs Point to Persistent Real Estate Struggles Chinese equities have staged a major comeback over the last week after Beijing mounted a verbal intervention to reverse a…McAlinden Research PartnersMarch 23, 2022
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction China Leans on Loosening up Mortgages to Boost Real Estate Sector, Maintain Economic Growth Following another round of missed coupon payments by China's Evergrande, default is looking more inevitable than ever. A long road…McAlinden Research PartnersDecember 8, 2021