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 View
Rural underemployment risks meet the looming graduate wave
A senior official at China’s Ministry of Agriculture and Rural Affai...
2025-11-30 05:33:16 +0000 UTC View Post⚔️ 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 happen...
2025-11-09 13:29:14 +0000 UTC View PostDate: October 19, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments
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HEADLINE: Trade War Implications — Truce Frays, Markets Jolt, Leverage Tested
The uneasy pause in U.S.–China tensions snapped over the last week. After Beijing unveiled swe...
2025-10-19 08:24:33 +0000 UTC View PostYour essential wrap-up on Chinese Political, Economic & Geostrategic developments
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🔥 Headline: US–China Enter a New Phase of Economic Warfare
On Thursday Beijing detonated a broad expansion of export controls across rare earths, advanced materials, batteries, and clean-energy tech—rules with ...
2025-10-12 05:43:24 +0000 UTC View PostDate: September 28, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments
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🏗️ Economy: Infrastructure Push & Labor Strains
China is once again leaning on infrastructure to prop up growth. Data from China State Railway Group show fixed-asset inves...
2025-09-28 03:16:42 +0000 UTC View Post
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, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments
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🔶 Top Story: China’s Local Fiscal Crunch ...
2025-09-21 06:27:28 +0000 UTC View PostDate: September 14, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments
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🔶 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? Thei...
2025-09-14 04:29:25 +0000 UTC View PostDate: September 7, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments
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🔶 Top Story: Xi’s Grand Parade — Power, Partners, and a Nuclear Calling Card
Beijing staged one of its biggest military parades in decades on Wednesday to mark the 80th anniv...
2025-09-07 08:52:30 +0000 UTC View PostDate: August 31, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments
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🔶 Top Story: Evergrande’s Delisting — A Gravestone for the Bubble Era
The Evergrande saga ended on Monday this week with a whimper: the developer’s shares were struck from th...
2025-08-30 23:42:17 +0000 UTC View Post📬 China Update — End of Week Newsletter
Date: August 24, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments
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🔶 Top Story: The Overcapacity Crisis & Cement
Few commodities embody China’s growth story like cement — and...
2025-08-23 23:46:14 +0000 UTC View PostHi 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, 2025
Your essential wrap-up on...
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.<...
2025-08-09 10:41:55 +0000 UTC View PostExclusive 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.nytim...
2025-05-25 11:21:37 +0000 UTC View PostHey 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!
2025-02-07 23:57:33 +0000 UTC View Post
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...
2025-01-19 11:08:14 +0000 UTC View Post
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...
2024-12-28 14:00:00 +0000 UTC View Post
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.b...
2024-12-21 12:15:00 +0000 UTC View PostHi Team
Great 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
2022-03-17 11:59:19 +0000 UTC View PostHey 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.html
For some reason I was having issues with it on youtube.
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: