In this briefing:
1. Trade Talks/Huawei/ MSCI/Consumption/Zombies
China News That Matters
- War-averting trade talks switch to Beijing
- Huawei: install at your own risk
- Beijing bears down on index giant
- Cheap tellies ‘n posh make-up
- Take that, foul army of the dead
In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.
2. Capital Flows Return To Asia and India
- Latest January ‘flash’ data show cross-border capital returning to Asia
- Asian EM and India favoured
- Reinforces similar evidence in December and helps reverse big outflows a year ago
- Adds support to our view that Asia is leading the Global cycle higher
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