More Subsidies; Consumption; Poverty Status in Sichuan; SF; China's Express Delivery Landscape; China's 1st Negative-Yielding bond; PBoC; Kennan-style Document on China; Investment Decoupling

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

We bring you an analysis on China’s rising express delivery market, with a focus on a SF dual-listing in HongKong. We invite you to examine a 74-page US State Department document that outlines the US’s long-term strategic policies towards China. We bring you new state-level policies on consumption stimulation from rural areas to luxury sales. As usual,…