Controlling the Uncontrollable: Crypto, Real Estate Tax, Cloud Computing, Carbon Peak, Apple Data, Special Weekend Edition of 23 May

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

A Letter From the Editor:

China acted to control the uncontrollable in the past week, the soaring industrial commodity prices, cryptocurrencies, and the defiant real estate asset inflation. 

On Iron Ore

China’s large-scale infrastructure spending, to arrest the economy from the abyss since 2020, led to a large demand surge for steel. The mandatory closure …

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