About
I write about China, macroeconomics, trade, industrial policy, and markets. I spent over 15 years in China as a finance professional and remain an active investor, following my curiosity wherever it leads. While my focus often returns to China, I don’t limit myself to it.
When we started Real China Charts, our goal was to analyze China in depth. But over time, writing candidly about China’s economy has become increasingly difficult—critical perspectives aren’t always welcome. We don’t set out to be critical, but the data sometimes leads us there.
Why Subscribe?
Beyond making you more informed (and maybe a little awesome), most of our content is available only to premium subscribers. Honest, unfiltered views on China from people who have worked there and aren’t constrained in what they can say are rare. My most candid analyses and critiques go behind a paywall.
We occasionally share free previews or open select posts to all subscribers for a limited time. Here are a few examples of what’s outside the paywall:
Charts this Week #2 - a look at new home sales, local gov debt, funding for RE developers, express mail volumes, cement output, confidence and home prices, deflation and Rhodium Group on China’s GDP
The Confidence Map (a book by Peter Atwater), what can China's leaders learn?
High deposits weren’t a sign of pent-up demand, despite what many assumed (Jan 10, 2023): What's behind high household net deposits
