The Chinese economy is not the stock market — portfolio positioning in slower growth

Kaiser Kuo Published November 8, 2021

This week on the Caixin-Sinica Business Brief: China’s Ministry of Commerce assures people that its suggestion that people stock up on staples for the winter was just a routine seasonal reminder; China’s exports climb year-over-year for the 13th straight month; Beijing prepares to introduce punitive measures aimed at “separatists” calling for Taiwan independence; quarantine requirements may soon be dropped for travel between the mainland and Hong Kong; and Merck looks to introduce its new COVID-19 therapeutic to the Chinese market.

In addition, we speak with Caixin Global company news editor Kelsey Cheng about what’s different with this year’s Double 11 — November 11 — online shopping extravaganza.

Kaiser Kuo is co-founder of the Sinica Podcast and editor-at-large of SupChina. Read more

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