The Li Keqiang Index witnessed its most robust monthly surge since 2005 but consumer confidence is rotten?
Understand the paradoxes of the Chinese consumer in this explainer.
China Watch #2 – Reopening; Here’s how to play it
China is de facto reopening by now as we rightfully forecasted a few months back, but is a reopening equal to good news straight away? Not necessarily. Here is our playbook for the Chinese reopening.
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The Great Game #5 – China and the Anti-Western Axis
China’s recent deals with both Iran and Saudi Arabia should be a wake-up call for the West. Xi wants to position China as both the political and economical centre of gravity for the Global South.
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