Archive - Real China Charts

China Charts #12 - Disappearing Data, US-China Tariffs, PMIs and Real Estate

When the narrative and numbers clash in China, the data quietly disappears.

May 6 •

April 2025

We Lost the Factories. Then We Lost the Students.

Industrial Policy #7 - millions of smart kids steered away from building things

Apr 25 •

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 •

The World Needs a Buyer of Last Resort

Very important to understand this.

Apr 9 •

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 •

March 2025

February 2025

January 2025

Industrial Policy, A Foundation

Charts this week 14 / Industrial Policy #1

Jan 31 •

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