Oct 16, 2021 05:00 PM

Weekly Must-Read: Five Things to Watch in China’s Economy in the Fourth Quarter


The Caixin Must-Read newsletter brings you the best of our coverage over the past week, handpicked by our editors.

# Economy #

Analysis: Five Things to Watch in China’s Economy in the Fourth Quarter

The pandemic, struggling property developers, power shortages and the tech regulatory overhaul are among the key issues that investors should keep an eye on

Foreign Investment in China Hits Record Amid Strong Post-Covid Recovery

Massive capital inflows reflect attractive returns provided by yuan assets amid currency’s ongoing appreciation

In Depth: China’s Consumer Spending May Suffer ‘Long Covid’ Contraction, Economists Warn

Slowing consumption growth may persist post-pandemic as repeated cycle of outbreaks and lockdowns tightens purse strings

# Cover Story #

How China Stumbled Into a Giant Energy Shortage

Surging electricity demand in a rebounding economy, plunging coal supplies and Beijing’s climate change policies create a perfect storm disrupting global supply chains

# Business #

In Depth: China’s Booming Medical Beauty Industry Braces for State Makeover

New policy guideline signals regulator’s intent to tighten oversight of a sector riddled with malpractice

In Depth: Who Gets What in HNA’s Complex Bankruptcy Restructuring

Working group picks a little-known steelmaker to rescue the conglomerate’s flagship airline

In Depth: As Southeast Asia Racks Up Oil and Gas Deals, China Sits on the Sidelines

Issues such as the transition to clean energy and tensions between Beijing and Washington have made once active Chinese SOEs wary of buying assets abroad

# Finance #

Six Things to Know About China’s ‘Southbound Bond Connect’ Program

The latest link will broaden the types of investments available to mainlanders, complementing the ‘northbound’ leg that was launched four years ago

# China #

In Depth: One City’s Crack at Education Reform Leaves 15,000 Students Hunting for a School

Private elementary and middle schools told to stop enrolling new students in grades one and seven as Beijing looks to overhaul public education

# Region #

Five Die in Flooding and Landslides in North China

Along with Shanxi, provinces including Shaanxi, Gansu, Sichuan and Shandong were also lashed by heavy rains during the National Day holiday

# Opinion #

Wang Tao: Why Is China Suffering a Power Shortage?

The authorities will likely take steps to increase coal supplies and adjust power tariffs to ease the shortfall

Fines on Meituan and Alibaba Show Effectiveness of Anti-Monopoly Law

Crackdown on anti-competitive practices will make companies recognize competition in internet sector


China Fines Meituan $533 Million to End Antitrust Probe

# Gallery #

Grappling With the Flood’s Aftermath

# Weekend Long Read #

Raising Personal Income Key to Achieving Common Prosperity

More efforts are needed to optimize wages, returns on individual investments and the tax system

# Podcast #

All Access – China’s Bold Promises for the CPTPP

Beijing vows to give unprecedented access to its markets upon entry into the free-trade pact; things turn ugly for dodgy medical beauty businesses; and Hong Kong unveils big development plans


China Vows Unprecedented Market Access if It Can Join Pacific Trade Pact

Evergrande Crisis

Heavily indebted China Evergrande Group, one of the country’s largest property developers, is suffering a liquidity crisis after years of running a highly leveraged business. The company’s troubles have already started to reverberate through China’s economy and markets around the world. Read More>>

Newsletter: Top Stories of the Month

Caixin Global’s Top Stories of the Month newsletter brings you the most popular news coverage over the past month. If you would like to receive this free newsletter delivered into your email inbox monthly, please opt-in here. View Sample>>

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