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Weekly Open Thread 2021 #33; Huawei CFO may have a deal; Evergrande; Power crunch; HNA arrests; Crypto crackdown; Quad Happy Friday! Some suggested topics today, though as always feel free to discuss whatever you would like: The Huawei case CFO may be over - Reut…

Sep 24

Markets seem to have moved on from the Evergrande freakout earlier this week. The mess is far from over and there are still no signs a full bailout is …

Sep 23

Today’s Essential Eight items: Xi’s speech to the UN Power problems US-China Breather in Evergrande crisis New outbreak in Harbin 15 year plan for IPR …

Sep 22

Thanks for your patience last week. The PRC is on holiday today and tomorrow for the Mid-Autumn Festival. The newsletter will be off tomorrow unless th…

Sep 20

Weekly Open Thread 2021 #32 Happy Friday! Thanks for your patience these last couple of days, nothing specific from me today so please feel free to discuss whatever you lik…

Sep 17

Note: The newsletter will not publish tomorrow, Thursday September 16. It is a moving day for my Mom from her home of 46 years, and my childhood home. …

Sep 15

Xi Jinping is on an inspection tour of the revolutionary heartland of Shaanxi. He will attend the opening ceremony of the National Games in Xi’an Wedne…

Sep 14

Thanks to everyone who participated in the lively weekly discussion that started last Friday. It looks like there may be some people in the Biden Admin…

Sep 13

Weekly Open Thread 2021 #31: Biden-Xi Call Happy Friday! Biden and Xi had a call last night, their first in seven months. I was on the background briefing before the call, the US initiate…

Sep 10

I am just going to admit it, today’s newsletter is not great, occasionally things just don’t come together the way I hope. Apologies in advance, hope t…

Sep 9

Today’s Essential Eight items: People’s Daily commentary and the “Red Reset” More Hong Kong arrests Regulators having another go at gaming bosses Risks…

Sep 8

“Regulating development is to promote healthy development, and China's long-term economic policy remains unchanged”- People’s Daily commentary Today’s …

Sep 7

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