Politburo study session; Regulation on Exit and Entry Administration; US-China; AI; Scarborough Shoal/Huangyan Dao I thought I would be on vacation already but there were too many interesting things over the last few days to not do one more newsletter bef... See more
July 2026 Politburo meeting; Fifth Plenum set for October; Signals of marginal, incremental policy support The Politburo held its July meeting today. Some of the highlights: Fifth Plenum scheduled for October, agenda is “to study major issues concerning t... See more
CXMT IPO; Taxing offshore assets; Fang Xinghai; US-China; AI; Lula supports China-Mercosur deal The July Politburo meeting should happen this week, and should include as part of its agenda “analyzing and studying the current economic situation, and deploy... See more
Another CSRC meeting; DeepSeek CEO comments; SAMR warns about "externalization of involution 内卷外化"; US-China; Strengthening social work Today’s top items: 1. CSRC Symposium on Party Building and Regulatory Work - According to a readout today, the China Se... See more
Wang Huning tours Tibet; US government officials go after Moonshot; Wang Yi-Rubio meeting; PRC-Philippines; H1 fiscal revenue and expenditure data Today’s top items: 1. Wang Huning tours Tibet - Wang Huning, Politburo Standing Committee member and CPPCC C... See more
