Ren Zeping on the Housing Market; Provincial Reshuffle; Huawei-Vodafone Italy Deal; US Weapons Sales to UAE; New TSMC and MIT Chip R&D; US or HK IPO for Ximalaya; Chinese Hedge Funds; Unicorns.

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

Today, we highlight a heated social debate among Chinese youth across social media this week, the culture of “tangping”. Key political appointees are going through a reshuffle as leadership moves into the 20th CPC Congress.

Taiwan launches 1nm chips while China stands as a key resource supplier to the critical chip industry.

UAE becomes another Middle …

This post is for paid subscribers