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Sinocism

More weak August data; Advance work for Xi-Trump meeting; ICBC documents leak; New exit-entry rules go into effect

Bill Bishop
Sep 15, 2026
∙ Paid

In this issue:

1. More weak August data

2. Advance work for Xi-Trump meeting

3. ICBC documents leak

4. New exit-entry rules go into effect

The Feed: Business, Economy and Trade - Politics and Law - Foreign and Defense Affairs - Hong Kong - Tech and Media - Society, Arts, Sports, Culture and History - Energy, Environment, Science and Health

Today’s top items:

1. More weak August data — The NBS released more mostly weak data for August. Two reactions from respected market participants sum up the challenges well.

Economist Hao Hong:

A macro strategist:

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