Central Party School Address; PMI, Inflation, Stagflation; Bubble Risks; Banking Chiefs Reshuffle; Trade Ban; AI Strategy; N. American Rare Earth Trio; Unicorns.

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

The Chinese president delivered important commands to its young national cadres: uphold loyalty, dare to Struggle, and study the Party’s orthodox history, days ahead of the twin congressional sessions, in preparation for the centenary of the CPC.

We examine PMI performance in February to tell you the good, the bad, and the ugly embedded in the indicator…