Hints and tips:
...Outside the Bund area, Yuan You Tao is somewhere that a friend took me to recently and I was blown away. It doesn’t look like a Chinese restaurant at first. It’s designed for small intimate gatherings....
...“I expect more credit support to developers,” said Tao Wang, chief China economist at UBS, which forecasts the country’s economy will grow 4.4 per cent next year....
...Zhu at China Europe International Business School noted the government was limited by downward pressure on the exchange rate....
...Mr Zhu’s company stores furniture in warehouses in the US, where goods are shipped as soon as orders are placed online....
...“Markets have been disappointed with China’s policy easing, and sentiment remains very weak,” said Tao Wang, chief China economist at UBS in Hong Kong....
...The work’s most overtly Mahlerian moment came with mezzo-soprano Zhu Huiling embodying the pathos of “Xianglin’s Wife”, after which narrator Tao Xu orated a distillation of prose-poetry from “Wild Grass”...
...Zhu Haibin, chief China economist at JPMorgan in Hong Kong, said the second-quarter decline in debt was noteworthy despite its small scale....
...Mr Zhu also points to the inflationary pressures building at home....
...If, as expected, his appointment is approved by the board, Mr Zhang would succeed Min Zhu, another US-educated former Chinese official, who is stepping down later this month....
...It cannot fully satisfy the market,” said Tao Wang, chief China economist at UBS. The latest plan aims to improve SOE efficiency and competitiveness without relying on outright privatisation....
...In that sense, the corporate balance sheet adjustment is a desirable outcome for policymakers,” Mr Zhu wrote....
...Or as UBS’s Wang Tao says in a recent note (with our emphasis): We think that the unwinding of earlier foreign exchange liabilities and “arbitrage inflows” by domestic entities have contributed significantly...
...Even with a recovery in major cities, the property sector will probably subtract 1.5 per cent from GDP growth this year, according to estimates from Wang Tao, chief China economist at UBS....
...Morgan economist Haibin Zhu says that changes in the reserve requirement would only have “very modest” effect....
...Ladies and gentleman, we have what looks like a reform framework proposal… That’s the State Council Development Research Centre’s reform framework proposal kindly brought to you by Credit Suisse ‘s Dong Tao...
...After three decades of rapid growth the economy is running out of steam but more importantly there are deep-rooted structural issues that threaten sustainable growth and even social stability,” says Wang Tao...
...“Credit growth typically has a lagging period of two quarters,” Mr Zhu said....
...Wang Tao, an economist with UBS, counters that the current strength of the Chinese economy in part reflects the sequencing of reforms....
...Back to Morgan Stanley’s Qiao and Zhu, who point to a third problem (after leap year and a later new year): sampling changes!...
...Deng’s open door policy in the early 1980s, special economic zone in the early 1990s and Zhu’s push on joining the WTO are all focused on one or two areas, while Xi’s package is comprehensive....
...Such expectations have been heightened by the elevation of Mr Zhu’s former underlings to critical positions in the new cabinet....
...Zhang Tao says China sees Europe remaining a key investment area for the foreseeable future....
...Mr Tao believes the difficulty small companies face in getting funding at the moment is slowing the growth of exports....
...Belarbi draws inspiration from the landscape paintings of the classical Chinese artist Shi Tao....
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