5G; Blackouts; Submarines; Barley, Coal, Iron Ore; Sinking Market; Blue Moon IPO; Ruyi Defaults; 2020 IPOs; NEV

Intelligence and Insights on China's government actions, foreign policy, economy, and the capital market

We bring you two crucial updates on economic dynamics in China. One is on the 5G infrastructure layout, and the other is on electricity shortage. A critical section today is on Australia’s trade disputes with China, centered on lobsters, barley, and now coal. Australia might become the center of the geopolitical tension in the Asia Pacific. We maintain …

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