chinaupdate posts
Posts: 20
Files: 23
📬 China Update — End of Week Newsletter
A world on edge: unemployment anxieties, hidden debt, spiralling China–Japan tensions, and a shifting global tech order - Let’s Jump In!China’s Labour Market Anxiety Erupts Into ViewRural underemployment risks meet the looming graduate waveA senior official at China’s Ministry of Agriculture and Rural Affairs touched off a national firestorm this week by urging policymakers to “prevent a large-scale return and idling of migrant workers in their hometowns.” The language was unusually direct—hinting at deeper labour-market fragiliti...
China Update — Weekly Briefing
⚔️ Taiwan Warnings: “They Know the Consequences”In a CBS 60 Minutes interview at the start of the week, US President Donald Trump said Chinese officials “know the consequences” of any attempt to take military action against Taiwan. Pressed on whether he would defend the island, Trump replied, “You’ll find out if it happens — and [Xi] understands the answer.”The comments came days after Trump’s first meeting with Xi Jinping in six years, held in South Korea, where the leaders discussed trade tensions and the resumption of U...
📬 China Update — End of Week Newsletter
Date: October 19, 2025 Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!HEADLINE: Trade War Implications — Truce Frays, Markets Jolt, Leverage TestedThe uneasy pause in U.S.–China tensions snapped over the last week. After Beijing unveiled sweeping export controls over rare-earths and magnets, the White House threatened a 100% blanket tariff on all Chinese imports from Nov 1, prompting a $2T risk-off sell-off. On The next day, USTR Jamieson Greer said Beijing “deferred” a requested call...
🇨🇳 China Update — Week to Oct 12, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🔥 Headline: US–China Enter a New Phase of Economic WarfareOn Thursday Beijing detonated a broad expansion of export controls across rare earths, advanced materials, batteries, and clean-energy tech—rules with extraterritorial reach that could require approval for overseas products containing even trace Chinese inputs or made using Chinese intermediates. Washington hit back within hours: President Trump flagged a blanket 100% tariff on Chinese...
📬 China Update — End of Week Newsletter
Date: September 28, 2025Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🏗️ Economy: Infrastructure Push & Labor StrainsChina is once again leaning on infrastructure to prop up growth. Data from China State Railway Group show fixed-asset investment in railways hit 504.1 billion yuan ($70.8bn) in the first eight months, up 5.6% year-on-year. If the pace continues, 2025 will be a record year, with spending topping 900 billion yuan. Major projects include the Chongqing–Xiamen high-speed line a...
📬 China Update — End of Week Newsletter
Hi team – today’s newsletter is free for all. These are usually exclusive for financial supporters of the channel. I hope you enjoy!Date: September 21, 2025Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🔶 Top Story: China’s Local Fiscal Crunch — Banks as Shock AbsorbersBeijing is moving on two fronts to stop unpaid local-government bills from strangling the private economy — and it’s asking the state banking system to take the hit.What’s coming (national plan):Policymakers are w...
📬 China Update — End of Week Newsletter
Date: September 14, 2025Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🔶 Top Story: Chinese Economy — How Bad Is It?CSIS gathered four heavyweight China watchers to answer the (unfair but necessary) question: How bad is it? Their grades clustered 4–6/10 — a muddled middle that masks a sharper message: macro “blah,” tech world-class; deflation risk high; consolidation coming.The split screen. Scott Kennedy describes a bipolar China: dazzling tech clusters (EVs, drones, AI) alongside ...
📬 China Update — End of Week Newsletter
Date: September 7, 2025Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🔶 Top Story: Xi’s Grand Parade — Power, Partners, and a Nuclear Calling CardBeijing staged one of its biggest military parades in decades on Wednesday to mark the 80th anniversary of Japan’s surrender. Xi Jinping wrapped remembrance and deterrence into a single narrative: a China that “seeks peace” yet is building a “world-class military” to secure sovereignty — read: Taiwan.Optics: Xi stood shoulder-to-shou...
📬 China Update — End of Week Newsletter
Date: August 31, 2025Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🔶 Top Story: Evergrande’s Delisting — A Gravestone for the Bubble EraThe Evergrande saga ended on Monday this week with a whimper: the developer’s shares were struck from the Hong Kong Stock Exchange. The silence is fitting. What remains is a debris field of unfinished projects (≈1,300 across 280+ cities), stranded homebuyers, and a creditor queue that stretches from Guangzhou to Greenwich.Founded in 1996, Evergrande ...
📬 China Update — End of Week Newsletter
📬 China Update — End of Week NewsletterDate: August 24, 2025Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🔶 Top Story: The Overcapacity Crisis & CementFew commodities embody China’s growth story like cement — and few better illustrate its slowdown. Cement was the lifeblood of the country’s urbanisation miracle, poured into the foundations of entire new cities, vast transport networks, and sprawling apartment blocks. Now it is in retreat.Cement production fell more than 5% year-on-...
📬 China Update — End of Week Newsletter
Hi everyone! Here is this week’s newsletter for financial supporters of the channel. I have made this edition free for all so that folks can get an idea of what it contains. If you would like these weekly newsletters plus other exclusive benefits going forward, consider becoming a member. Date: August 17, 2025Your essential wrap-up on Chinese Political, Economic & Geostrategic developmentsLet’s Jump In!🔶 Top Story: Has “Peak China” Finally Arrived?Veteran China analyst George Magnus, in his essay Why Peak China May Finally Have Arriv...
China Update — End of Week Newsletter
I’m super excited to launch new exclusive weekly content for all financial supporters of China Update. I’m now trialling an end of week newsletter to be published on the weekend giving a summary of the major stories we covered that week. This is to express my gratitude for all your incredible support of the channel - I hope this adds value for you. Please let me know your thoughts on this.📬 China Update — End of Week NewsletterDate: August 9, 2025Your Essential Wrap-up on Chinese Political, Economic & Geostrategic DevelopmentsLet’s J...
Exclusive Member Content
Exclusive Member Content: There Are Two Chinas, and America Must Understand Both The technological success that has captured the attention of many in the United States is one aspect of the Chinese economy. There’s another, gloomy one. By Li Yuan - Original Article: https://www.nytimes.com/2025/05/13/business/china-economy-us-trade-war.html
Q&A Questions
Hey everyone! As some of you know this Sunday will be the first ever China Update Live Q&A. I’m looking forward to a more casual ‘meet and greet’ style show. As financial supporters of the channel I wanted to first open questions to you guys. Let me know your questions and I will select from these first. Thanks everyone!
America’s China Strategy Is Incomplete
Exclusive Content: America’s China Strategy Is Incomplete Putting Beijing on the Back Foot Requires Economic Tools Beyond Tariffs By Elizabeth Economy and Melanie Hart. Original Article: https://www.foreignaffairs.com/united...
Xi & China's 'Lost Decade'| Member Content
Exclusive Member Content: Xi Digs In With Top-Down Economic Plan Even as China Drowns in Debt Xi Jinping is bracing for a showdown, sticking with economic policies aimed at making China the world’s most powerful country By Lingling Wei of WSJ Original Article: https://www.wsj.com/world/china/china-xi-debt-economic-plan-13aaeec1
Patreon Content: Zhengzhou & China's Property Crisis
Exclusive Patreon Content: China’s Housing Rescue Falls Short in City That Signaled the Crisis The limits of government intervention are evident in Zhengzhou, where home prices keep falling. By Bloomberg Businessweek Original Article: https://www.bloomberg.com/news/features/2024-12-17/china-s-housing-rescue-falls-short-in-iphone-city-zhengzhou
Lowy Research
Hi TeamGreat piece here from the Lowy Institute. While there isn't the space to discuss this in a video, it's well worth a read if you have some time over the weekend:https://www.lowyinstitute.org/publications/revising-down-rise-china
Link
Hey team, here is the link for the People's Daily piece discussed in today's video:http://theory.people.com.cn/n1/2022/0209/c40531-32348178.htmlFor some reason I was having issues with it on youtube.
Interview on Evergrande with local radio station
Hey guys,I normally don't do public interviews with media because that's what I normally charge clients for. But I owed an old buddy a favour, so I did this interview with a local radio station in Hawaii. After the show the put it on Youtube, so if you guys are interested in seeing me giving an interview (rather than my normal style on YT), you can check it out here:https://www.youtube.com/watch?v=zYKffebU2G8
![CandidCrushTrample[CCT] from patreon](https://leakoo.com/kistorage/34805.jpg)
