#PBoC

adam wolfe

adamkwolfe

3 takeaways from China’s money & credit data: 1 the jump in M1 was entirely due to the timing of Chinese New Year. 2 the credit cycle peaked months ago.

Jeremy Schwartz

JeremyDSchwartz

The delayed initial public offering for Ant Financial is causing modest risk-off sentiment for China tech exposures. But does it change Ant Financial’s long-term business outlook? A thread on why

Michael Pettis

michaelxpettis

The fact that Zhou Li, a former deputy director of Beijing’s International Liaison Department, is complaining about the “unprecedented” coronavirus stimulus in the United States shows just how confused many

Eric Anziani

ericnode

2020 was an unprecedented year for the world and for crypto.Before we fully plunge into 2021, let me share a brief recap of the major industry events of the past

Hugh Hendry Eclectica

hendry_hugh

1 Let's lance this boil re @LukeGromen claim that global CBs stopped sterilising reckless US deficits 6 years ago. 2 Until then we had to suffer the China, like Japan

Maximilian Friedrich

mfriedrichARK

Last week, Ant Group (the company behind Alipay) filed for potentially the largest IPO ever.If that doesn't make you listen, consider that in 2019, Alipay's payment volume was $16 trillion

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