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
