18 Jan 2023
More recent developments
November 16, 2025
Surprising resilience | the weekly recap
Is China’s economy fully stalling out? Looking at the most recent monthly economic data for October – released on Friday – one certainly might think so. The data print was bad, pretty much across the board, with October seeing: Industrial… Read More »
November 12, 2025
On Our Radar | REEality check
The most important upcoming developments for policy and politics in China over the next month key developments foreign affairs Chinese clarification on rare earth export licensing (soon) Supreme Court’s ruling on Trump’s tariffs (probably December) American soybean-a-paloooza (sooner the better)… Read More »
November 9, 2025
Doing their own work well | the weekly recap
Even as US-China trade dynamics command the global spotlight, Chinese leaders are focused on “doing [their] own work well.” That goes double when it comes to their push toward tech self-sufficiency and AI development. After weeks of dissecting the trade… Read More »