11.06
·Reported
·Importance III
·Sources 1
·China
A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.
11.06
·Reported
·Importance II
·Sources 1
·Tokyo, Japan
At the Bu Ming Bai Festival held in Tokyo, the Bu Ming Bai Podcast invited Professor Xu Chenggang to discuss the institutional logic behind China's economic growth and recession, as well as how ordinary people can cope, using his book 'The Institutional Genes' as a starting point.
11.05
·Reported
·Importance III
·Sources 1
·Beijing
On November 5, Pan Gongsheng, Governor of the People's Bank of China, reported on financial work to the Standing Committee of the National People's Congress: As of the end of September this year, the number of remaining local government financing vehicles nationwide has decreased by 92% compared to the end of March 2023; as of the end of June, the stock of operational financial debt has decreased by 79%. The report also disclosed that the cumulative approval for real estate 'white list' loans has exceeded 8.4 trillion yuan, and that officials have established a liquidity support tool for clearing arrears and held talks with leading enterprises that have defaulted on payments.
10.29
·Reported
·Importance III
·Sources 1
·Argentina
The country risk index for Argentina, calculated by J.P. Morgan, surged to 703 points last Friday, the highest level since 2026, marking a significant increase from the 402 points recorded on July 10.
10.26
·Reported
·Importance III
·Sources 1
·China
On October 26, Bloomberg reported on a Morgan Stanley study saying that the Chinese stock market may not have bottomed out yet, and that offshore Chinese stocks could fall another 10%–15% before approaching historically low valuations, with weak economic consumption, pressure on e-commerce, and fears of tax-triggered selling of trusts intensifying the adjustment.
10.25
·Reported
·Importance III
·Sources 1
·China
Bloomberg reported on October 25 that China's stock market has shrunk by about $3.5 trillion from its high earlier this year in May, with the CSI 300 index falling into a bear market the previous week, as weak consumption and price wars squeeze corporate profits.
10.13
·Reported
·Importance III
·Sources 1
·China
On October 13, the IMF released its latest World Economic Outlook, raising Taiwan's 2026 growth forecast from 5.2% in April to 10.7%, while lowering the mainland's forecast by 0.1 percentage points to 4.5%; Taiwan's growth is mainly driven by demand for AI and advanced chips.
10.11
·Reported
·Importance IV
·Sources 1
·China
According to a report by the Financial Times, China's economic growth in the second quarter fell to 4.3%, below the full-year target range of 4.5% to 5%. Retail sales and fixed-asset investment were weak, and the property market has been in a downturn for more than five years.
10.11
·Reported
·Importance III
·Sources 1
·China
Srinivasan, head of the International Monetary Fund's Asia Department, noted that China's growth model of relying on investment, manufacturing and exports is approaching its limits, and suggested improving the social security system, adjusting local government incentives and the land-finance model, warning that otherwise the country could fall into a prolonged slowdown.
10.11
·Reported
·Importance III
·Sources 1
·China
Research by the Conference Board shows that interest payments on the debt of China's central and local governments are expected to reach 1.4 trillion yuan in 2026, far exceeding the roughly 348 billion yuan in 2014; central government debt service is projected to rise to 19.2% of the general public budget.
10.08
·Reported
·Importance IV
·Sources 1
·China
On October 8, The Wall Street Journal reported that, facing difficulties such as the real estate downturn, insufficient domestic demand, and second-quarter GDP growth slowing to 4.3%, the stimulus measures introduced by the Chinese government — including mortgage subsidies and capital injections into banks — lean toward caution and are unlikely to fundamentally reverse the economic weakness.
10.04
·Reported
·Importance II
·Sources 1
·China
The Financial Times has re-disclosed and analyzed the sharp decline in the number of corporate entities among China's rural small and medium-sized banks, as well as the weaknesses of the banking system.
09.30
·Reported
·Importance III
·Sources 1
·China
On September 30, the International Monetary Fund (IMF) published a new book, "Toward a New Growth Model for the Chinese Economy," on its official website, pointing out that linking local officials' performance evaluation to GDP targets has led to infrastructure expansion, land-sale financing, and the accumulation of local government financing vehicle (LGFV) debt. LGFV cash flows can cover only about one-quarter to one-third of interest payments. The book recommends improving social security, advancing household registration (hukou) reform, and increasing the progressivity of the tax system.
09.29
·Official claim
·Importance III
·Sources 1
·China
The fiscal interest subsidy policy was officially announced on September 29 and went into effect at the start of the National Day holiday; combined with developer discounts, it drove up new home transaction volumes in some key cities.
09.29
·Reported
·Importance II
·Sources 1
·China
An X account named “所谓伊人在水一方” uploaded a video of a female teacher talking about student safety, in which she reminds high school students to guard against strangers, vehicles, and the risk of losing contact.