Fourth Tier Banks in China and HK Show Heightened Credit Risk, a Harbinger for Mainstream Banks

CDR Pilot Program - New Rules & 6️⃣ Funds - It's All Happening

Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly

Update on Pilot Program on CDRs - Administrative Measures Draft Announced

Chief Economist

Diana Choyleva

Enodo Economics

Enodo Economics is an independent macroeconomic forecasting company that untangles complexity, challenges the consensus, and makes sense of the future. Our focus is on China – one of the most misunderstood economies in the world, but one of the most important to figure out.  Enodo’s chief economist, Diana Choyleva, has been analysing China for almost 20 years, while Enodo’s team boasts a combined 140 years’ experience covering China’s economy, politics and markets. 

Macroeconomics

<h2><strong>China News That Matters</strong></h2><ul><li>Pushback against flagship BRI programme grows</li><li>Beijing publishes “final” rules paving way for tech giants to list at home</li><li>After heavy private placements, small banks prepare to face the public</li><li>Solar industry in upheaval after China lowers subsidies, limits PV projects</li><li>China rolls out AI to thwart exam cheats and rear healthy pigs</li></ul><div class="content-remarks"><p>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.</p></div>

China News That MattersPushback against flagship BRI programme growsBeijing publishes “final” rules paving way for tech giants to list at homeAfter heavy private placements, small banks prepare to face the publicSolar industry in upheaval after China lowers subsidies, limits PV projectsChina rolls out AI to thwart exam cheats and rear healthy pigsIn 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.

Belt and Road Potholes/CDRs Get Closer/Small Banks’ IPOs/Solar Industry Turmoil/Exams and AI