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Is The World Deglobalising?
Read Time: 5 min
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6
Does China subsidize EVs? - Part 1
Charts this week #13
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Charts This Week #1 & Publishing Update
Charts and links about China
2
The End of a Chapter
The bumpy road of transition ahead
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Data Leak, Demographics, and Consumption
How China overcounted its population and the myth of consumption-led growth
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3
China's New Real Estate Boom? (Pt.1/2)
Using satellite data to quantify China's over-expansion in fixed assets
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The China vs US Culture Map
How miscommunication is often the cause of disagreement
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THE BRIEF: Michael Pettis on China's dying economic growth model, Beijing can't pause economic development for long, Canton fair weak, PCAOB…
Trying to make sense of things
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China Charts #12 - Disappearing Data, US-China Tariffs, PMIs and Real Estate
When the narrative and numbers clash in China, the data quietly disappears.
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Industrial Policy, A Foundation
Charts this week 14 / Industrial Policy #1
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The Future of American Manufacturing Is Already Here—Can You See It?
The new jobs, new tools, and new energy of U.S. manufacturing - Industrial Policy #8
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Welfare for whom?
Charts this week 12
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