Ant Group Unshackled; EU International Procurement; US Climate Envoy in China; Big Spike for Japan's Defense Budget; Education Companies Face Bankruptcy/Delisting; SOE Cloud Services; Unicorns

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

Regulatory roadblocks, the state’s cloud, and next-level climate commitments

Ant Group’s massive IPO could be back on the table as China’s SOEs take on more responsibility for personal data. Chinese firms indulging in the EU procurement market may be in for a surprise.

China’s private education industry continues to take a shellacking.

The ebb and flow in …