@homer1980.bsky.social
Reposted
According to Yicai, in the first eight months of the year, Beijing’s second-hand home sales rose 5.9 percent from a year earlier, reaching the highest level in five years, although, despite the rebound in sales, second-hand home prices continued to decline.
www.yicaiglobal.com/news/beijing...
www.yicaiglobal.com/news/beijing...
Beijing Home Sales Climb, Inventory Shrinks in Month After Policy Easing
www.yicaiglobal.com
September 13, 2026 at 8:21 AM
According to Yicai, in the first eight months of the year, Beijing’s second-hand home sales rose 5.9 percent from a year earlier, reaching the highest level in five years, although, despite the rebound in sales, second-hand home prices continued to decline.
www.yicaiglobal.com/news/beijing...
www.yicaiglobal.com/news/beijing...
Reposted
1/4
Caixin: "China’s top anti-graft watchdog and the Ministry of Finance have publicly identified several local officials for either adding new hidden government debt or overstating progress in resolving existing liabilities."
www.caixinglobal.com/2026-09-12/c...
Caixin: "China’s top anti-graft watchdog and the Ministry of Finance have publicly identified several local officials for either adding new hidden government debt or overstating progress in resolving existing liabilities."
www.caixinglobal.com/2026-09-12/c...
China Names and Shames Local Officials Over Hidden Debt Violations
A joint circular from the anti-graft watchdog and the finance ministry details six typical cases of creating new hidden debt or falsifying debt resolution progress
www.caixinglobal.com
September 13, 2026 at 8:34 AM
1/4
Caixin: "China’s top anti-graft watchdog and the Ministry of Finance have publicly identified several local officials for either adding new hidden government debt or overstating progress in resolving existing liabilities."
www.caixinglobal.com/2026-09-12/c...
Caixin: "China’s top anti-graft watchdog and the Ministry of Finance have publicly identified several local officials for either adding new hidden government debt or overstating progress in resolving existing liabilities."
www.caixinglobal.com/2026-09-12/c...
Reposted
Caixin: "Retail sales of passenger cars in China plummeted 23.6% year-on-year in August, marking the second-sharpest monthly decline this year."
Evidence perhaps that consumer vouchers don't increase consumption so much as move it forward.
www.caixinglobal.com/2026-09-09/c...
Evidence perhaps that consumer vouchers don't increase consumption so much as move it forward.
www.caixinglobal.com/2026-09-09/c...
China’s Passenger Car Sales Slump 24% in August
Monthly sharp decline puts a full-year contraction nearly inescapable even as automakers intensify promotions
www.caixinglobal.com
September 10, 2026 at 10:21 AM
Caixin: "Retail sales of passenger cars in China plummeted 23.6% year-on-year in August, marking the second-sharpest monthly decline this year."
Evidence perhaps that consumer vouchers don't increase consumption so much as move it forward.
www.caixinglobal.com/2026-09-09/c...
Evidence perhaps that consumer vouchers don't increase consumption so much as move it forward.
www.caixinglobal.com/2026-09-09/c...
Reposted
SCMP: "Jewellery demand plunged 33.88 per cent year on year to 132.1 tonnes in the first six months of this year, while demand for safe-haven gold bars and coins rose 28.42 per cent to 339.3 tonnes. Total gold consumption increased by 1.23 per cent."
www.scmp.com/economy/chin...
www.scmp.com/economy/chin...
Gold jewellery loses its lustre as Chinese switch focus to bars and coins
High prices and decline in marriages cited as reasons for one-third drop in jewellery sales in first half of year.
www.scmp.com
September 10, 2026 at 11:20 AM
SCMP: "Jewellery demand plunged 33.88 per cent year on year to 132.1 tonnes in the first six months of this year, while demand for safe-haven gold bars and coins rose 28.42 per cent to 339.3 tonnes. Total gold consumption increased by 1.23 per cent."
www.scmp.com/economy/chin...
www.scmp.com/economy/chin...
Reposted
1/2
Bloomberg: "“The basic logic of a trade war isn’t about who wins or loses — it’s about the ability to inflict pain,” said Tu Xinquan, a former adviser to China’s Commerce Ministry. “Ultimately, it tests which side has a greater capacity to withstand that pain.”"
www.bloomberg.com/news/article...
Bloomberg: "“The basic logic of a trade war isn’t about who wins or loses — it’s about the ability to inflict pain,” said Tu Xinquan, a former adviser to China’s Commerce Ministry. “Ultimately, it tests which side has a greater capacity to withstand that pain.”"
www.bloomberg.com/news/article...
Europe Is Trying to Gauge How Much Pain It Can Take From China
It was a bittersweet moment for Sönke Siegfriedsen when his revolutionary design for a floating offshore wind turbine was pitched to Spain’s prime minister in April.
www.bloomberg.com
September 10, 2026 at 11:33 AM
1/2
Bloomberg: "“The basic logic of a trade war isn’t about who wins or loses — it’s about the ability to inflict pain,” said Tu Xinquan, a former adviser to China’s Commerce Ministry. “Ultimately, it tests which side has a greater capacity to withstand that pain.”"
www.bloomberg.com/news/article...
Bloomberg: "“The basic logic of a trade war isn’t about who wins or loses — it’s about the ability to inflict pain,” said Tu Xinquan, a former adviser to China’s Commerce Ministry. “Ultimately, it tests which side has a greater capacity to withstand that pain.”"
www.bloomberg.com/news/article...
Reposted
1/4
Bloomberg: "China is injecting 300 billion yuan into its largest banks and insurers, part of the nation’s biggest recapitalization in almost two decades, to shore up the strength of its financial system and sustain lending as economic growth slows."
www.bloomberg.com/news/article...
Bloomberg: "China is injecting 300 billion yuan into its largest banks and insurers, part of the nation’s biggest recapitalization in almost two decades, to shore up the strength of its financial system and sustain lending as economic growth slows."
www.bloomberg.com/news/article...
Iron Ore Tops $100 on Position Unwinds and China Buying Hopes
Iron ore broke above $100 a ton for the first time in seven weeks as traders unwound bets that favored coking coal, adding to support from expectations for pre-holiday restocking in China and high fre...
www.bloomberg.com
September 7, 2026 at 5:09 AM
1/4
Bloomberg: "China is injecting 300 billion yuan into its largest banks and insurers, part of the nation’s biggest recapitalization in almost two decades, to shore up the strength of its financial system and sustain lending as economic growth slows."
www.bloomberg.com/news/article...
Bloomberg: "China is injecting 300 billion yuan into its largest banks and insurers, part of the nation’s biggest recapitalization in almost two decades, to shore up the strength of its financial system and sustain lending as economic growth slows."
www.bloomberg.com/news/article...
Reposted
1/2
Caixin: "The goal is to prevent a race to the bottom. Automakers quickly fell in line, issuing pledges to comply. But curing this spillover of excessive competition requires a look at the disease itself. The root cause lies firmly within China’s borders."
www.caixinglobal.com/2026-09-07/c...
Caixin: "The goal is to prevent a race to the bottom. Automakers quickly fell in line, issuing pledges to comply. But curing this spillover of excessive competition requires a look at the disease itself. The root cause lies firmly within China’s borders."
www.caixinglobal.com/2026-09-07/c...
Commentary: Zombie Automakers Are Fueling China’s Export Chaos
Beijing is trying to police how its automakers compete overseas, but the root of the problem is a domestic price war fueled by local protectionism
www.caixinglobal.com
September 8, 2026 at 4:59 AM
1/2
Caixin: "The goal is to prevent a race to the bottom. Automakers quickly fell in line, issuing pledges to comply. But curing this spillover of excessive competition requires a look at the disease itself. The root cause lies firmly within China’s borders."
www.caixinglobal.com/2026-09-07/c...
Caixin: "The goal is to prevent a race to the bottom. Automakers quickly fell in line, issuing pledges to comply. But curing this spillover of excessive competition requires a look at the disease itself. The root cause lies firmly within China’s borders."
www.caixinglobal.com/2026-09-07/c...
Reposted
🇨🇳‼️POLITICO reports that Chinese state-owned Jilin Chemical Fiber Group supplied 46 tons of PAN precursor to a sanctioned Rosatom subsidiary that produces carbon fiber for Russia’s Shahed-style attack drones.
Documents show the shipment was disguised under a civilian customs code.
Documents show the shipment was disguised under a civilian customs code.
September 7, 2026 at 7:22 AM
🇨🇳‼️POLITICO reports that Chinese state-owned Jilin Chemical Fiber Group supplied 46 tons of PAN precursor to a sanctioned Rosatom subsidiary that produces carbon fiber for Russia’s Shahed-style attack drones.
Documents show the shipment was disguised under a civilian customs code.
Documents show the shipment was disguised under a civilian customs code.
Reposted
1/2
SCMP: "The outstanding balance of stocks bought with borrowed money dropped to 2.62 trillion yuan on Thursday after a brief rebound in August. That was 13% below an all-time high of 3.01 trillion yuan set on...
www.scmp.com/business/chi...
SCMP: "The outstanding balance of stocks bought with borrowed money dropped to 2.62 trillion yuan on Thursday after a brief rebound in August. That was 13% below an all-time high of 3.01 trillion yuan set on...
www.scmp.com/business/chi...
Chinese stock margin debt continues to unwind as Treasury yields weigh on markets
The outstanding balance of stocks bought with borrowed money dropped to US$390.1 billion on Thursday after a brief rebound in August.
www.scmp.com
September 4, 2026 at 6:37 AM
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SCMP: "The outstanding balance of stocks bought with borrowed money dropped to 2.62 trillion yuan on Thursday after a brief rebound in August. That was 13% below an all-time high of 3.01 trillion yuan set on...
www.scmp.com/business/chi...
SCMP: "The outstanding balance of stocks bought with borrowed money dropped to 2.62 trillion yuan on Thursday after a brief rebound in August. That was 13% below an all-time high of 3.01 trillion yuan set on...
www.scmp.com/business/chi...
Reposted
Wow. According to SCMP, "Attracting foreign consumers has become a key strategy for China to stimulate its slowing economy. As the country’s gateway city, Shanghai holds natural advantages in this arena, which are reflected in its officials’ ambitions."
sc.mp/2523l?utm_so...
sc.mp/2523l?utm_so...
‘On-the-ground exports’: Shanghai turns to foreign tourists to boost consumption
Inbound visitors are considered a low-cost initiative to address the nation’s consumption figures.
sc.mp
August 28, 2026 at 8:55 AM
Wow. According to SCMP, "Attracting foreign consumers has become a key strategy for China to stimulate its slowing economy. As the country’s gateway city, Shanghai holds natural advantages in this arena, which are reflected in its officials’ ambitions."
sc.mp/2523l?utm_so...
sc.mp/2523l?utm_so...
Reposted
1/10
Financial Times: "Thailand’s household debt stands at 86 per cent of GDP, the highest among upper middle-income countries in the world, according to HSBC, with consumers using loans to fund daily expenses amid slowing economic and wage growth."
www.ft.com/content/daea...
Financial Times: "Thailand’s household debt stands at 86 per cent of GDP, the highest among upper middle-income countries in the world, according to HSBC, with consumers using loans to fund daily expenses amid slowing economic and wage growth."
www.ft.com/content/daea...
Why Thailand has one of the world’s lowest interest rates
The south-east Asian country is ageing before it gets rich, while high debt levels are inhibiting the spending that might spur the economy
www.ft.com
August 28, 2026 at 4:24 AM
1/10
Financial Times: "Thailand’s household debt stands at 86 per cent of GDP, the highest among upper middle-income countries in the world, according to HSBC, with consumers using loans to fund daily expenses amid slowing economic and wage growth."
www.ft.com/content/daea...
Financial Times: "Thailand’s household debt stands at 86 per cent of GDP, the highest among upper middle-income countries in the world, according to HSBC, with consumers using loans to fund daily expenses amid slowing economic and wage growth."
www.ft.com/content/daea...
Reposted
Good, but worrying, Caixin article: "A bruising labor market is driving record numbers of Chinese college graduates to low-paying grassroots community jobs, but local governments are increasingly closing the door on this once-reliable employment safety net."
www.caixinglobal.com/2026-08-28/i...
www.caixinglobal.com/2026-08-28/i...
In Depth: Chinese Graduates Swarm Grassroots Jobs as Government Hiring Shrinks
Local governments are slashing quotas for public-sector and rural assistance programs, leaving highly educated youth with dwindling options and fueling extreme credential inflation
www.caixinglobal.com
August 28, 2026 at 8:47 AM
Good, but worrying, Caixin article: "A bruising labor market is driving record numbers of Chinese college graduates to low-paying grassroots community jobs, but local governments are increasingly closing the door on this once-reliable employment safety net."
www.caixinglobal.com/2026-08-28/i...
www.caixinglobal.com/2026-08-28/i...
Reposted
1/2
Caixin: "Local Chinese governments are increasingly relying on fines and asset confiscations to offset mounting fiscal pressures. This dynamic is especially pronounced in cities where local Communist Party chiefs face intense career promotion pressures."
www.caixinglobal.com/2026-08-25/c...
Caixin: "Local Chinese governments are increasingly relying on fines and asset confiscations to offset mounting fiscal pressures. This dynamic is especially pronounced in cities where local Communist Party chiefs face intense career promotion pressures."
www.caixinglobal.com/2026-08-25/c...
Cash-Strapped Chinese Cities Turn to Fines for Revenue, Study Shows
Profit-driven law enforcement by local governments is deterring new businesses in vulnerable sectors
www.caixinglobal.com
August 26, 2026 at 8:37 AM
1/2
Caixin: "Local Chinese governments are increasingly relying on fines and asset confiscations to offset mounting fiscal pressures. This dynamic is especially pronounced in cities where local Communist Party chiefs face intense career promotion pressures."
www.caixinglobal.com/2026-08-25/c...
Caixin: "Local Chinese governments are increasingly relying on fines and asset confiscations to offset mounting fiscal pressures. This dynamic is especially pronounced in cities where local Communist Party chiefs face intense career promotion pressures."
www.caixinglobal.com/2026-08-25/c...
Reposted
1/
Caixin: "China’s flagship state newspaper has used a prominent pseudonymous commentary series to defend the country’s slowing economic growth and signal that Beijing will resist large-scale stimulus. Responding to market attention on macroeconomic...
www.caixinglobal.com/2026-08-25/c...
Caixin: "China’s flagship state newspaper has used a prominent pseudonymous commentary series to defend the country’s slowing economic growth and signal that Beijing will resist large-scale stimulus. Responding to market attention on macroeconomic...
www.caixinglobal.com/2026-08-25/c...
China Signals No ‘Bazooka’ Stimulus in Key State Media Commentaries
Pseudonymous People’s Daily series defends 4.7% economic growth and warns against heavy debt reliance
www.caixinglobal.com
August 26, 2026 at 8:57 AM
1/
Caixin: "China’s flagship state newspaper has used a prominent pseudonymous commentary series to defend the country’s slowing economic growth and signal that Beijing will resist large-scale stimulus. Responding to market attention on macroeconomic...
www.caixinglobal.com/2026-08-25/c...
Caixin: "China’s flagship state newspaper has used a prominent pseudonymous commentary series to defend the country’s slowing economic growth and signal that Beijing will resist large-scale stimulus. Responding to market attention on macroeconomic...
www.caixinglobal.com/2026-08-25/c...
Reposted
‼️ WSJ: Russia's new jet-powered Shahed drones fly at 300 mph, three times faster than the classic propeller version, and they exist because of 🇨🇳Chinese engines.
Chinese-origin parts now make up roughly 60-65% of recovered Shaheds.
Chinese-origin parts now make up roughly 60-65% of recovered Shaheds.
August 26, 2026 at 9:25 AM
‼️ WSJ: Russia's new jet-powered Shahed drones fly at 300 mph, three times faster than the classic propeller version, and they exist because of 🇨🇳Chinese engines.
Chinese-origin parts now make up roughly 60-65% of recovered Shaheds.
Chinese-origin parts now make up roughly 60-65% of recovered Shaheds.
Reposted
1/2
"China’s banking crisis in the 2000s was resolved by transferring the costs to households through financial repression—a decision that recapitalized the banks while exacerbating the structural imbalances that continue to shape the Chinese economy today."
carnegieendowment.org/china-financ...
"China’s banking crisis in the 2000s was resolved by transferring the costs to households through financial repression—a decision that recapitalized the banks while exacerbating the structural imbalances that continue to shape the Chinese economy today."
carnegieendowment.org/china-financ...
Who Paid for China’s Last Debt Cleanup, and Who Will Pay for the Next?
China’s banking crisis in the 2000s was resolved by transferring the costs to households through financial repression—a decision that recapitalized the banks while exacerbating the structural imbalanc...
carnegieendowment.org
August 26, 2026 at 10:08 AM
1/2
"China’s banking crisis in the 2000s was resolved by transferring the costs to households through financial repression—a decision that recapitalized the banks while exacerbating the structural imbalances that continue to shape the Chinese economy today."
carnegieendowment.org/china-financ...
"China’s banking crisis in the 2000s was resolved by transferring the costs to households through financial repression—a decision that recapitalized the banks while exacerbating the structural imbalances that continue to shape the Chinese economy today."
carnegieendowment.org/china-financ...
Reposted
1/3
Bloomberg: "Rules requiring that only eligible projects qualify for a key funding program announced by China nearly half a year ago to shore up investment may impose “greater constraints” on its deployment, according to Caitong analysts."
www.bloomberg.com/news/article...
Bloomberg: "Rules requiring that only eligible projects qualify for a key funding program announced by China nearly half a year ago to shore up investment may impose “greater constraints” on its deployment, according to Caitong analysts."
www.bloomberg.com/news/article...
China’s $119 Billion Answer to Sagging Investment Is Coming Late
A key funding program announced by China nearly half a year ago to shore up investment has yet to get off the ground, according to Caitong Securities Co., a delay that could blunt its impact as econom...
www.bloomberg.com
August 26, 2026 at 3:06 AM
1/3
Bloomberg: "Rules requiring that only eligible projects qualify for a key funding program announced by China nearly half a year ago to shore up investment may impose “greater constraints” on its deployment, according to Caitong analysts."
www.bloomberg.com/news/article...
Bloomberg: "Rules requiring that only eligible projects qualify for a key funding program announced by China nearly half a year ago to shore up investment may impose “greater constraints” on its deployment, according to Caitong analysts."
www.bloomberg.com/news/article...
Reposted
The Australian and Western Australian governments have finalized the site layout for the Henderson Defence Precinct, paving the way for AUKUS submarine sustainment and naval shipbuilding 🇦🇺🦘
www.navalnews.com/naval-news/2...
www.navalnews.com/naval-news/2...
Australia Selects Site Layout for Henderson Defence Precinct - Naval News
The Australian and Western Australian governments have finalized the site layout for the Henderson Defence Precinct, paving the way for AUKUS submarine sustainment and naval shipbuilding.
www.navalnews.com
August 25, 2026 at 6:05 AM
The Australian and Western Australian governments have finalized the site layout for the Henderson Defence Precinct, paving the way for AUKUS submarine sustainment and naval shipbuilding 🇦🇺🦘
www.navalnews.com/naval-news/2...
www.navalnews.com/naval-news/2...
Reposted
Reposted
Xinhua: "China's EV charging infrastructure has continued to expand swiftly, with the total number of charging points reaching 23.68 million by the end of July 2026, up 41.9 percent year on year."
english.news.cn/20260825/215...
english.news.cn/20260825/215...
China's EV charging infrastructure expands rapidly in first seven months
english.news.cn
August 25, 2026 at 4:11 AM
Xinhua: "China's EV charging infrastructure has continued to expand swiftly, with the total number of charging points reaching 23.68 million by the end of July 2026, up 41.9 percent year on year."
english.news.cn/20260825/215...
english.news.cn/20260825/215...
Reposted
1/4
Yicai: "China’s authorities have released a slew of new policy initiatives to try and combat the worrying slowdown in investment growth. Fixed asset investment fell 6.7% in the first seven months of 2026, with private investment tumbling 9.4%."
www.yicaiglobal.com/news/multipl...
Yicai: "China’s authorities have released a slew of new policy initiatives to try and combat the worrying slowdown in investment growth. Fixed asset investment fell 6.7% in the first seven months of 2026, with private investment tumbling 9.4%."
www.yicaiglobal.com/news/multipl...
China Takes Steps to Boost Confidence as Investment Growth Slows
www.yicaiglobal.com
August 21, 2026 at 4:30 AM
1/4
Yicai: "China’s authorities have released a slew of new policy initiatives to try and combat the worrying slowdown in investment growth. Fixed asset investment fell 6.7% in the first seven months of 2026, with private investment tumbling 9.4%."
www.yicaiglobal.com/news/multipl...
Yicai: "China’s authorities have released a slew of new policy initiatives to try and combat the worrying slowdown in investment growth. Fixed asset investment fell 6.7% in the first seven months of 2026, with private investment tumbling 9.4%."
www.yicaiglobal.com/news/multipl...
Reposted
A bit of context: www.9dashline.com/article/the-...
The Russian military build-up on Japan’s northern frontier
Written by James DJ Brown. Tokyo has little option but to stand firm, enhance cooperation with democratic partners, especially the United States, and demonstrate that Japan, while not acting aggressiv...
www.9dashline.com
August 12, 2026 at 11:00 AM
A bit of context: www.9dashline.com/article/the-...
Reposted
August 13, 2026 at 10:47 AM
Reposted
🇨🇳🇮🇩 FT: China and Indonesia plan rare joint naval drills east of 🇹🇼Taiwan, prompting Taiwan to accuse Beijing of trying to legitimize its claims over the waters.
Indonesia says it is a routine "passing exercise" and not a war-fighting drill.
Indonesia says it is a routine "passing exercise" and not a war-fighting drill.
August 12, 2026 at 10:59 AM
🇨🇳🇮🇩 FT: China and Indonesia plan rare joint naval drills east of 🇹🇼Taiwan, prompting Taiwan to accuse Beijing of trying to legitimize its claims over the waters.
Indonesia says it is a routine "passing exercise" and not a war-fighting drill.
Indonesia says it is a routine "passing exercise" and not a war-fighting drill.
Reposted
🇧🇾 Service members of the Special Operations Forces of the Belarusian Armed Forces have departed for China to participate in the joint Belarusian-Chinese tactical exercises Swift Eagle 2026.
militarnyi.com/en/news/bela...
militarnyi.com/en/news/bela...
Belarus Sent Special Forces to China for Joint Tactical Exercises
Service members of the Special Operations Forces of the Belarusian Armed Forces have departed for China to participate in the joint Belarusian-Chinese
militarnyi.com
August 10, 2026 at 3:52 PM
🇧🇾 Service members of the Special Operations Forces of the Belarusian Armed Forces have departed for China to participate in the joint Belarusian-Chinese tactical exercises Swift Eagle 2026.
militarnyi.com/en/news/bela...
militarnyi.com/en/news/bela...