Real China Charts
Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
Latest
Top
Discussions
We Lost the Factories. Then We Lost the Students.
Industrial Policy #7 - millions of smart kids steered away from building things
Apr 25
•
Real Charts
2
Share this post
Real China Charts
We Lost the Factories. Then We Lost the Students.
Copy link
Facebook
Email
Notes
More
4
China Charts #11 China’s Households Are Still Playing Defense
A look at PBOC surveys: Green shoots are visible, but structural pessimism still dominates.
Apr 14
•
Real Charts
1
Share this post
Real China Charts
China Charts #11 China’s Households Are Still Playing Defense
Copy link
Facebook
Email
Notes
More
The World Needs a Buyer of Last Resort
Very important to understand this.
Apr 9
•
Real Charts
4
Share this post
Real China Charts
The World Needs a Buyer of Last Resort
Copy link
Facebook
Email
Notes
More
Explaining the Tariffs to My Former Chinese Colleague
What tariffs, trade deficits, and the industrial commons have to do with each other—and why China’s model may be running out of road.
Apr 8
•
Real Charts
6
Share this post
Real China Charts
Explaining the Tariffs to My Former Chinese Colleague
Copy link
Facebook
Email
Notes
More
March 2025
Technology Stack of an Economy
Industrial Policy #6 - it's all connected and don't ignore the foundations
Mar 28
•
Real Charts
7
Share this post
Real China Charts
Technology Stack of an Economy
Copy link
Facebook
Email
Notes
More
Industrial Commons, what to do?
Industrial Policy #5 - Let the industrial commons erode or kickstart a flywheel effect?
Mar 20
•
Real Charts
3
Share this post
Real China Charts
Industrial Commons, what to do?
Copy link
Facebook
Email
Notes
More
Int'l Trade Policy: A look at GATT, the WTO and Lighthizer's Perspective
Free post. Heavily influenced by Robert Lighthizer's No Trade is Free
Mar 7
•
Real Charts
8
Share this post
Real China Charts
Int'l Trade Policy: A look at GATT, the WTO and Lighthizer's Perspective
Copy link
Facebook
Email
Notes
More
February 2025
"Diffusion deficit", Cheap goods & Reshoring
Industrial Policy #4
Feb 27
•
Real Charts
6
Share this post
Real China Charts
"Diffusion deficit", Cheap goods & Reshoring
Copy link
Facebook
Email
Notes
More
Trade Deficit, The China Shock, Chips, and Scaling Up: A Q&A on Industrial Policy
Industrial Policy #3 - Questions from our brilliant readers
Feb 19
1
Share this post
Real China Charts
Trade Deficit, The China Shock, Chips, and Scaling Up: A Q&A on Industrial Policy
Copy link
Facebook
Email
Notes
More
2
Industrial Commons
A country does not rise to the level of its innovation. It falls to the level of its industrial commons.
Feb 13
•
Real Charts
22
Share this post
Real China Charts
Industrial Commons
Copy link
Facebook
Email
Notes
More
January 2025
Industrial Policy, A Foundation
Charts this week 14 / Industrial Policy #1
Jan 31
•
Real Charts
6
Share this post
Real China Charts
Industrial Policy, A Foundation
Copy link
Facebook
Email
Notes
More
1
November 2024
Does China subsidize EVs? - Part 1
Charts this week #13
Nov 11, 2024
•
Real Charts
15
Share this post
Real China Charts
Does China subsidize EVs? - Part 1
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts