Tag: China Economy
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Shein’s Hong Kong IPO: A $100 Billion Story Lists at $26.5 Billion
Shein priced its Hong Kong IPO at $26.5 billion, 73 per cent below its 2022 private valuation, and fell 9 per cent on debut. Inside the growth collapse, the de minimis shock and what the listing says about the new tariff economy.
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China’s July Stall: Retail Sales at 0.6% and an Investment Contraction That Keeps Deepening
China’s July data missed across the board: retail sales grew 0.6 per cent against 1.5 expected, industrial production slowed and investment contracted 6.7 per cent. Inside the balance-sheet recession behind the numbers, the deflation China exports, and what would change the story.
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DeepSeek Shock: China’s AI Challenger Rattles US Tech Stocks
Nvidia loses $589 billion in a single session as a Chinese AI startup challenges the entire Western AI infrastructure thesis. What DeepSeek means for the semiconductor complex, the capex cycle, and the future of AI investing.
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China’s Stimulus Bazooka: Beijing Tries to Revive the Economy
Beijing fires the monetary bazooka with the most aggressive stimulus since 2008: RRR cuts, rate reductions, property support, and RMB 800 billion in unprecedented stock market liquidity tools trigger a 25%+ rally. But is the fiscal follow-through sufficient?
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Evergrande Crisis: China’s Property Sector Implodes
China’s most indebted developer teeters with $300 billion in liabilities. Why the Lehman analogy is wrong, but the Japan analogy deserves serious attention as the world’s largest property market begins a structural adjustment.