Archive - China Charts

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Mar 14

A follow up on media tone

Mar 8

February 2023

Using SEC company filings to track corporate concern over China-Taiwan-US tensions

Feb 28

Trying to make sense of things

Feb 24

Two interesting data sets this week: (1) GDELT for media tone, and (2) SEC filings for company China exposures.

Feb 16

Trying to make sense of things

Feb 13

We build on the LGFV Fragility Index from the last post to construct an aggregated national index. We make some interesting inferences & adjust it using…

Feb 1

January 2023

Using macro data we build a Fragility Index for 33 cities in China to be used as a backdrop proxy for Local Government Financing Vehicle (LGFV…

Jan 17

Trying to make sense of things

Jan 10

December 2022

Merry Christmas!

Dec 23, 2022

And no V-shaped recovery

Dec 13, 2022

Trying to make sense of things

Dec 8, 2022

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