PBoC | GSWM on China investments | AI chatbot
PBoC, China Military exercises in Taiwan strait. A look at Goldman Wealth Management China investment outlook. We ask our chatbot to answer questions
China stimulus | Morgan Stanley | About us
We review potential options for the CCP to stabilize the economy and financial markets. Also, a bit about why we do what we do
Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change
From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.
US Jobs/Inflation | US-China cyberwars | Quantum supremacy
Is China or the US winning the race towards quantum supremacy?
US-China | Blinken/Bill Gates/Xi | Quantum resources
A cosy relationship with Big Tech. Did Bill Gates broker US Secretary of State Anthony Blinken’s meeting in China with President Xi?
China stimulus | Calling on partners
Want to work with us? Risk of China economic stimulus announcement looms over shorts, but technicals look favorable
SCMP- China stimulus | GS on family offices
A couple of unconventional ideas for China economic stimulus. GSAM report on the fast-growing group of family office clients
Focus – China’s continuing growth slowdown
China’s era of rapid economic growth dated from 1979 until about a decade ago. Main drivers were: rapid growth in the working-age population; increased participation; employment; longer working hours; and rapid productivity growth. However, over the past decade all four drivers … Become a member to read the rest of this article Username or […]
CHINA: Power shortages lead to durable market reforms
Severe power rationing has led to significant long-term reforms to China’s electricity pricing system that go beyond emergency stop-gap measures. Under the new system, coal-powered generators can pass on higher coal prices to electricity users; the changes also force coal … Become a member to read the rest of this article
CHINA: ‘Common prosperity’ is more reform than revolution
A newly published speech by President Xi Jinping and a pilot project in Zhejiang province are important signals about the Communist Party’s “common prosperity” agenda to address social inequality. These signals suggest a long-term program of tighter regulation, improved pu… Become a member to read the rest of this article