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📬 China Update — End of Week Newsletter


A world on edge: unemployment anxieties, hidden debt, spiralling China–Japan tensions, and a shifting global tech order - Let’s Jump In!

China’s Labour Market Anxiety Erupts Into View

Rural underemployment risks meet the looming grad...

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China Update — Weekly Briefing

⚔️ Taiwan Warnings: “They Know the Consequences”

In a CBS 60 Minutes interview at the start of the week, US President Donald Trump said Chinese officials “know the consequences” of any attempt to take military action against Tai...

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📬 China Update — End of Week Newsletter


Date: October 19, 2025

Your essential wrap-up on Chinese Political, Economic & Geostrategic developments

Let’s Jump In!

HEADLINE: Trade War Implications — Truce Frays, Markets Jolt, Leverage Tested View Post

🇨🇳 China Update — Week to Oct 12, 2025

Your essential wrap-up on Chinese Political, Economic & Geostrategic developments

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🔥 Headline: US–China Enter a New Phase of Economic Warfare

On Thursday Beijing detonated a broad expansion of export con...

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📬 China Update — End of Week Newsletter

Date: September 28, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments

Let’s Jump In!

🏗️ Economy: Infrastructure Push & Labor Strains

China is once again lea...

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📬 China Update — End of Week Newsletter

Hi team – today’s newsletter is free for all. These are usually exclusive for financial supporters of the channel. I hope you enjoy!


Date: September 21, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments View Post

📬 China Update — End of Week Newsletter

Date: September 14, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments

Let’s Jump In!

🔶 Top Story: Chinese Economy — How Bad Is It?

CSIS gathered four heavyweigh...

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📬 China Update — End of Week Newsletter

Date: September 7, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments

Let’s Jump In!

🔶 Top Story: Xi’s Grand Parade — Power, Partners, and a Nuclear Calling Card

...

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📬 China Update — End of Week Newsletter

Date: August 31, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments

Let’s Jump In!

🔶 Top Story: Evergrande’s Delisting — A Gravestone for the Bubble Era

The Ev...

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📬 China Update — End of Week Newsletter

📬 China Update — End of Week Newsletter
Date: August 24, 2025
Your essential wrap-up on Chinese Political, Economic & Geostrategic developments

Let’s Jump In!

🔶 Top Story: The Overcapacity ...

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📬 China Update — End of Week Newsletter

Hi everyone! Here is this week’s newsletter for financial supporters of the channel. I have made this edition free for all so that folks can get an idea of what it contains. If you would like these weekly newsletters plus other exclusive benefits going forward, consider becoming a membe...

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China Update — End of Week Newsletter

I’m super excited to launch new exclusive weekly content for all financial supporters of China Update. I’m now trialling an end of week newsletter to be published on the weekend giving a summary of the major stories we covered that week. This is to express my gratitude for all your incredible...

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Exclusive Member Content

Exclusive Member Content: There Are Two Chinas, and America Must Understand Both The technological success that has captured the attention of many in the United States is one aspect of the Chinese economy. There’s another, gloomy one. By Li Yuan - Original Article: 2025-05-25 11:21:37 +0000 UTC View Post

Q&A Questions

Hey everyone! As some of you know this Sunday will be the first ever China Update Live Q&A. I’m looking forward to a more casual ‘meet and greet’ style show. As financial supporters of the channel I wanted to first open questions to you guys. Let me know your questions and I will select...

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America’s China Strategy Is Incomplete

Exclusive Content: America’s China Strategy Is Incomplete Putting Beijing on the Back Foot Requires Economic Tools Beyond Tariffs By Elizabeth Economy and Melanie Hart. Original Article: https://www.foreignaffairs.com/...

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Xi & China's 'Lost Decade'| Member Content

Exclusive Member Content: Xi Digs In With Top-Down Economic Plan Even as China Drowns in Debt Xi Jinping is bracing for a showdown, sticking with economic policies aimed at making China the world’s most powerful country

By Lingling Wei of WSJ

Original Article: 2024-12-28 14:00:00 +0000 UTC View Post

Patreon Content: Zhengzhou & China's Property Crisis

Exclusive Patreon Content: China’s Housing Rescue Falls Short in City That Signaled the Crisis The limits of government intervention are evident in Zhengzhou, where home prices keep falling. By Bloomberg Businessweek Original Article: 2024-12-21 12:15:00 +0000 UTC View Post

Lowy Research

Hi Team

Great piece here from the Lowy Institute. While there isn't the space to discuss this in a video, it's well worth a read if you have some time over the weekend:

https://www....

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Link

Hey team, here is the link for the People's Daily piece discussed in today's video:

http://theory.people.com.cn/n1/2022/0209/c40531-32348178.html

For some reason I was having issues w...

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Interview on Evergrande with local radio station

Hey guys,

I normally don't do public interviews with media because that's what I normally charge clients for. But I owed an old buddy a favour, so I did this interview with a local radio station in Hawaii. After the show the put it on Youtube, so if you guys are interested in seeing me givi...

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