09 Dec 2025
More recent developments
December 12, 2025
Politburo member Ma Xingrui missing
Our spidey senses are tingling. Politburo member and former Xinjiang Party Secretary Ma Xingrui was absent from the recently concluded Central Economic Work Conference. That's Ma’s second major absence in as many months, after he missed a Politburo study session… Read More »
December 12, 2025
Beijing commits to unlocking latent demand as key to boosting spending
Beijing is showing no change of heart regarding its approach to boosting domestic demand. The Central Economic Work Conference (CEWC), which concluded on December 11, acknowledged that one of the biggest challenges facing China’s economy is: “The prominent contradiction between… Read More »
December 12, 2025
Quick Take: The Great H200 Trade-off Debate
Officials in Beijing are struggling mightily with whether to allow imports of Nvidia’s H200 AI chips, and if so, under what conditions. ICYMI: In an about-face earlier this week, President Trump decided to approve H200 shipments to Chinese customers, with… Read More »