26 May 2026
More recent developments
June 19, 2026
A tale of two economies | The weekly recap
China's economy is bifurcating – and the gap is widening fast. On one side: A roaring AI and clean-energy export boom that is reshaping China's position in the global economy and powering headline growth figures. On the other: A domestic… Read More »
June 18, 2026
Macro wrap | AI export boom vs. domestic economic deterioration
To view this macro wrap as a PDF, click here. China's economy is bifurcating. The global AI boom is supercharging exports and high-tech manufacturing, propping up headline growth figures. But the domestic economy is heading in the opposite direction: Retail… Read More »
June 15, 2026
Uncle Cai’s growing empire | The weekly recap
One of China's most influential officials just got even more powerful. Cai Qi – the Party's fifth-ranked official – has recently taken over as president of the Central Party School (CPS). The CPS is the Party's premier institution for training… Read More »