Debt & Debt Spillover; Shipbuilding SOE; Automobile Chip Shortage; US' China Threat; Next Ambassador;

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

We focus on China’s debt, from the rising household debt to municipal and local government financing vehicles. We bring you an industry insider’s view on the disruptions caused to China’s automobile industry due to the global chip supply shortage. As usual, we bring you key developments in the macro, industry, international relations, and more.

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