Rare earths; US-Taiwan; Tomorrow Group bank seized; Peking U crackdown

Hi everyone, the downside of long weekends is I find myself way behind. Today’s newsletter is a long one, apologies but there is a lot going on.

Some things on my radar:

  • China looks to be seriously considering using rare earth export restrictions as a countermeasure against the US, based on comments Tuesday out of the NDRC;

  • The propaganda rhetoric against…

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