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China Tried To Defend The Yuan...And Failed
A Worst Case Scenario For Beijing?
Mar 25
•
Peter Nayland Kust
4
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China Tried To Defend The Yuan...And Failed
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The PBOC Is Fighting Deflation...By Tightening?
China's Latest Money Moves Highlight The Limits Of Monetary Policy
Mar 22
•
Peter Nayland Kust
8
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The PBOC Is Fighting Deflation...By Tightening?
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Evergrande 2.0?
Is China Vanke The Next Big Developer To Fail?
Mar 14
•
Peter Nayland Kust
8
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Evergrande 2.0?
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Parsing The Narratives On China: Collapse, Contraction, Or Prosperity?
Are Any Of The Narratives True?
Mar 6
•
Peter Nayland Kust
9
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Parsing The Narratives On China: Collapse, Contraction, Or Prosperity?
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February 2024
Holiday Cheer Is No Substitute For Investment
China Continues To Hemorrhage Foreign Direct Investment
Feb 22
•
Peter Nayland Kust
7
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Holiday Cheer Is No Substitute For Investment
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Is China Turning The Corner?
A Surge In Travel and Tourism During The New Year Holiday Is Giving Rise To A Lot Of False Hopes
Feb 21
•
Peter Nayland Kust
7
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Is China Turning The Corner?
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Is China's Deflation Increasing? Or Has It "Bottomed Out"?
How Much More "Collapse" Is Left?
Feb 15
•
Peter Nayland Kust
6
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Is China's Deflation Increasing? Or Has It "Bottomed Out"?
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China's Unstoppable Economic Collapse
Yes, It Really Is That Bad, If Not Worse
Feb 7
•
Peter Nayland Kust
15
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China's Unstoppable Economic Collapse
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December 2023
China Says Economy Is Growing. Data Says Otherwise
Which One Do You Trust?
Dec 27, 2023
•
Peter Nayland Kust
10
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China Says Economy Is Growing. Data Says Otherwise
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November 2023
Is Beijing Behind Zhongzhi's Insolvency?
Unintended Consequences of China's Liquidity Policies
Nov 28, 2023
•
Peter Nayland Kust
6
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Is Beijing Behind Zhongzhi's Insolvency?
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Foreign Investment Votes "No Confidence" On China
The World Is "De-Risking" By Bailing On China's Shrinking Economy
Nov 17, 2023
•
Peter Nayland Kust
10
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Foreign Investment Votes "No Confidence" On China
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China's Economic Fate Is Fixed. It Is Deflation
Even Corporate Media Can No Longer Ignore The Obvious
Nov 14, 2023
•
Peter Nayland Kust
11
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China's Economic Fate Is Fixed. It Is Deflation
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