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🇨🇳🌡: How worrisome is the drought in China? 5% of arable land applicable for Autumn harvest is now affected, and the Autumr harvest forms more than 70% of China’s annual production. Only rain can help, or we will see high prices with lower supply and higher imports from China.

🇨🇳 A few months ago, China said covid tests should not be regular. But it is going to ask residents to test and 48H negative result is needed for public transport. Credibility? caixin.com/2022-09-08/101…

🇭🇰: #HongKong to consider changing the health code for its flagship annual marathon participants to YELLOW. A bad sign for further expanding the usage of the meaningless system, and the same can be done for other events. hd.stheadline.com/news/realtime/…

Just landed in Alice Springs. Home, apparently, of Cathay Pacific Airways 😳

All eyes are on HSI, but China’s CDS has also climbed quietly, showing investors are seeking insurance for risks. #china

A very bad start for #HongKong government's PR campaign. If the government cannot cope with the risks in its self-imposed COVID restrictions, how can its corporates and residents do it? scmp.com/news/hong-kong…

Acquisition is still a way for China to achieve self-sufficiency and climb the tech ladder, from Germany. reuters.com/markets/deals/…

🇭🇰 Hong Kong is back (to economic contraction at -2.6% QoQ). The government blames external trade, which is partially true. Investment also takes a huge decline. Think of the damage of zero-COVID on properties and whether firms want to invest. bloomberg.com/news/articles/…

Report on #hk #realestate with my colleagues Jianwei Xu, Gary Ng Gary Ng, and Haoxin Mu Natixis Research CIB "Hong Kong’s #property prices may fall 25% from the last peak before it recovers" linkedin.com/pulse/hong-kon…

Can’t believe Macau will remove PCR test for arrival before Hong Kong, the Asia’s world city!

🇨🇳 China will issue 750 billion yuan worth of special government bonds, the forth time in history. It shows the recent zero COVID exit is driven by the huge fiscal burden.

EU upgrades deal with Chile in bid to beat China to vast lithium reserves scmp.com/news/china/dip…

Even with stronger policy support, Chinese households still opt for more savings, expect home prices to fall further, and stay away from property purchases. This confirms our call that China’s real estate sector is still the Gordian knot of the economy. Alicia GarciaHerrero 艾西亞

As TSMC forecasts a downturn in the chip industry in 2023, Gary Ng says Taiwan's main growth drivers will face "severe headwinds" in the first half of the year.

Export ban may be effective in the shut run, but the West cannot solely on this without real investment. This is a point many politicians may have missed.

Banks are now testing water in AT1 issuance after the troubled Credit Suisse event. bloomberg.com/news/articles/…

Why does China need to support its property sector? High-frequency data suggests home sales by floor space are now only 40% of the average level in 2019-21 (Pre regulatory changes). The Q1 rebound was short-lived and household confidence is a problem. #China #RealEstate #markets

Polish authorities say they are keeping a watchful eye on the Gdynia Container Terminal (GCT), operated by Hong Kong’s Hutchison Port Holdings. It is interesting case to see if Hong Kong will be increasingly treated as China in Europe business-wise. politico.eu/article/hong-k…