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China is lulling the market into a false sense of security

Positive economic data from China has markets around the world rallying, but the country’s rebound will be fleeting. That’s because the recovery was built on unsustainably looser credit conditions. “To sustain that next year they’re going to have to post in nominal terms a record flow of credit,” Autonomous Research’s […]
China is lulling the market into a false sense of security
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Tesla should be ‘preparing for battle’ in China

With Model 3s on the way and a factory under construction in Shanghai, Tesla is beginning an aggressive push into China’s electric-vehicle (EV) market. It’s the biggest market for EVs in the world, but a combination of domestic competition, a weak Chinese economy, and an end to consumer subsidies is […]
Tesla should be ‘preparing for battle’ in China
News

The Huawei indictment marks the end of US and China’s cycle of trust

The US Justice Department’s criminal indictment of Huawei marks a new phase in the cycle of trust between the US and China. It is one in which aggression is more out in the open, and that aggression will directly influence perception and policy in both countries. What’s more, China is […]
The Huawei indictment marks the end of US and China’s cycle of trust
News

China is once again staring down the biggest Catch-22 in its economy

China’s economy has started to slow dramatically, even before US tariffs have had a chance to make an impact. The government is scrambling to boost growth and walking back some of the measures it took to rein in debt and credit creation. This means it is once again encouraging infrastructure […]
China is once again staring down the biggest Catch-22 in its economy