'The militaries of #China & #France have set up a new inter-theatre dialogue mechanism, as tensions rise in the #SouthChinaSea ...It comes as France takes part for 1st time in the Balikatan exercises, annual US-Philippine naval drills running thru 5/10'

scmp.com/news/china/dip…

Did March momentum continue? New China Beige Book April flash data...fresh off the presses!

'Factory profits in #China have retreated from a 2yr high, according to official data, highlighting concerns that industrial overcapacity is complicating Beijing’s efforts to revive momentum'

ft.com/content/0ab764…

There is a story some investors are telling themselves. And then there is the real story.

'Among the things that have been restricted or removed on #Douyin so far this year are accounts of economists who spoke negatively about #China ’s economy'

nytimes.com/2024/04/25/bus…

'A rally in Chinese govt debt has sparked alarm among regulators, who worry regional banks’ appetite for the bonds risks a crisis similar to the collapse of Silicon Valley Bank last yr...Long-dated sov bonds are more vulnerable to moves in IRs'

ft.com/content/eabb21…

Stimulus!

marketwatch.com/story/china-to…

'Global investors have turned more constructive on Chinese stocks & “built significant exposure to mainland equities,” according to #HSBC .

scmp.com/business/banki…

'4 National People's Congress (NPC) delegates have been ousted from #China 's top legislature for violations of law & discipline, according to a decision adopted by the NPC Standing Committee Friday'

caixinglobal.com/2024-04-27/fou…

' #Chinese spies hacked the laptop of Els Van Hoof, the chairperson of the Belgian parliament's Foreign Affairs Committee in federal Parliament, back in 2021...The case is the latest incident involving allegations of Chinese spying in Europe'

reuters.com/world/europe/h…

'An official w/ #China ’s securities regulator, who also directed a research institute w/in the PBoC, is under investigation for “serious violation of discipline & law”, days after directives from officials to further regulate the country’s financial mkts'
scmp.com/business/banki…

Germany is considering scaling back plans to step up government scrutiny of Chinese investments, the latest example of how a country deeply intertwined with — and increasingly conflicted about — China is pulling its punches as others get tougher on Beijing.

Germany is bending…

Chengdu (major city in Sichuan province) removed all restrictions(residency, social insurance tax, existing house ownership etc.) on house purchase.

Interesting it recommended districts to appropriately reduce land supply if housing supply too high.

Interesting Q is why the…

“Concern over China’s economic clout has created “a hell of a chance” for the US to pass legislation paving the way for more free trade deals with Latin American countries, said President Joe Biden’s special adviser for the region.” on.ft.com/3xSeCuZ

Adm Aquilino,US Indo-Pacific:It’s getting more aggressive,they’re getting more bold & it’s getting more dangerous.”🇨🇳is using a ‘boiling frog’ strategy in which it gradually raised the temperature so that the ultimate danger was under-appreciated until it was 2 late.⁦Demetri⁩

'The militaries of #China & #France have set up a new inter-theatre dialogue mechanism, as tensions rise in the #SouthChinaSea ...It comes as France takes part for 1st time in the Balikatan exercises, annual US-Philippine naval drills running thru 5/10'

scmp.com/news/china/dip…

Chinese media say Elon Musk plane arrives in Beijing Sunday, say he is expected to show at Beijing Auto Show Monday (tho Tesla has no booth). ishare.ifeng.com/c/s/v002c9NO1H…

Reuters reports $TSLA chief to talk with #China officials on rollout of full-self driving in China and get…

'Factory profits in #China have retreated from a 2yr high, according to official data, highlighting concerns that industrial overcapacity is complicating Beijing’s efforts to revive momentum'

ft.com/content/0ab764…

'The timing of the inflammatory raid seems significant, ahead of a trip to #Europe by Xi next month—his 1st in 5yrs, taking him to France, Serbia & Hungary—marking a definitive shift in the way that Europe is prepared to tackle its #trade problems w/China'
politico.eu/article/eu-chi…

#China is expected to see a robust wave of tourism during the coming May Day holiday...Since last wk, domestic airfare orders for the holiday surged 21% compared to last yr according to Chinese ticketer Umetrip – a 41% increase over 2019'
scmp.com/economy/china-…