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LONG VIEW: Japan, not South East Asia, the main beneficiary of China's supply chain disruptions?

LONG VIEW: Funnily Enough...

LONG VIEW: Taiwan Tensions Index

The Brief: global value chains, real estate, coal power more expensive, global trade signposts, transcript mining

LONG VIEW: Diverging East-West Media Tone on China's Economy, China Exposures by US-Listed Companies

The Brief: Reopening(!), retail sales, China luxury market, airline passengers, real estate sentiment, luxury earnings highlights

LONG VIEW: Putting Numbers On The Elephant

LONG VIEW: LGFV Fragility

THE BRIEF: What's behind high household net deposits, Consumer confidence, Business conditions, PBOC urban depositor survey

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