'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-…

' #Taiwan ’s $26.6B of exports shipped to the US in Q1 beat the $22.4B sent to #China ...🇨🇳 has led the US as the top destination for Taiwan’s exports every yr for the past decade, tho the gap w/ #China fell last yr to <$20B from >$45B in 2022'

scmp.com/economy/global…

EU to tell Beijing of plan to blacklist more Chinese businesses for breaching Russia sanctions
scmp.com/news/china/dip…

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…

' #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…

“ByteDance staff incl senior mngrs had been transferred to TikTok; workers based in🇺🇸who spoke Mandarin were favoured for ability to co-ordinate w/🇨🇳counterparts; restructuring efforts targeted US-based workers who didnt meet exacting perfrmnce standards.”
ft.com/content/0e040c…

'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…

“There’s been a rush of mainland funds into HK equities as traders started buying the dip earlier this yr. Chinese regulators’ vow to encourage companies to list in the financial hub and moves to diversify out of a weakening yuan also bolstered the market” bloomberg.com/news/articles/…

'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…

EU to tell Beijing of plan to blacklist more Chinese businesses for breaching Russia sanctions
scmp.com/news/china/dip…

Will be joining CNBC's Fast Money at 5:30pmET *TODAY* to discuss Secretary Blinken's China visit w/ Melissa Lee. Tune in!

China Beige Book @CNBC

' #Toyota said Thurs it is forming a strategic alliance w/Chinese internet giant Tencent, cooperating in #AI , cloud computing & big data for electric vehicles sold by the Japanese auto company in #China '

asia.nikkei.com/Business/Busin…

' #China , & its SOEs, are expanding rapidly in the island nation of Antigua & Barbuda & in other Caribbean countries...in this strategic region long known as 'America's 3rd border'
newsweek.com/2024/05/03/chi…

The big #China financial system question du jour. Asked & answered.

#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-…

' #Taiwan ’s $26.6B of exports shipped to the US in Q1 beat the $22.4B sent to #China ...🇨🇳 has led the US as the top destination for Taiwan’s exports every yr for the past decade, tho the gap w/ #China fell last yr to <$20B from >$45B in 2022'

scmp.com/economy/global…

' #Toyota said Thurs it is forming a strategic alliance w/Chinese internet giant Tencent, cooperating in #AI , cloud computing & big data for electric vehicles sold by the Japanese auto company in #China '

asia.nikkei.com/Business/Busin…

' #China , & its SOEs, are expanding rapidly in the island nation of Antigua & Barbuda & in other Caribbean countries...in this strategic region long known as 'America's 3rd border'
newsweek.com/2024/05/03/chi…