There are various developments since our last message. Shanghai lockdown ended. But actually there never really was one, we are now informed, and the follow-on is apparently just as weird,... Read more
The economic numbers are getting more and more dire and in a rather extraordinary move, the man in charge of the economy, Premier Li Keqiang, held a meeting attended by 100,000 officials fro... Read more
Back in the mists of time, there was a thing called China watching. It was more than a skill, it was almost like a game. It was fun. It involved trying to divine the state of play in the Chi... Read more
We always like to be contrarian when possible, and in light of that, we would dare to predict that the lockdown in Shanghai is likely to ease next week, and there will be progress in terms o... Read more
The politburo held a meeting on Thursday and issued a very clear statement on the pandemic, indicating absolutely no flexibility whatsoever with regard to the “dynamic zero” policy. The core... Read more
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