What a person on the ground observed in China. Shit is really wild.
I hear from a person who hear from a person on the ground? Worthless info.
More entertaining to watch TV.
BIDU 
So far Chinese blue chip stocks report good earnings 
China economy is divided, property and manufacturing are not doing well while most other sectors are booming. One child policies esp gen-z influence by social media results in young spoilt brats… can afford to because of rich parents. Some of them are helping parents and in gigs but report as unemployed to avoid paying income tax.
Not good very bad.
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US imports more from Mexico now than China.
Asia ex China is absolutely booming.
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First they stole a somewhat free market capitalism from the West.
Now they’re stealing “extend and pretend” from us.
China lowers the down payment requirement for investors to buy in some select first tier cities. These investors already have properties in some other cities.
So despite all the tough talk of Xi, China is trying desperately to reflate the RE bubble.
Great work!
Huawei Teardown Shows Chip Breakthrough in Blow to US Sanctions
SMIC
Property market re-bouncing 
Manufacturing re-bouncing 
EV sale is re-bouncing 
Pretty easy analysis:
If Biden admin came to the conclusion that this Huawei “breakthrough” is worth worrying about, it will tighten sanctions to snip it out.
If Biden admin didn’t do anything that means this breakthrough is a nothingburger.
So either way it’s not a blow.
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Great reasoning. Head you win, tail you didn’t lose 
Let’s see if this time is for real. I have been saying the same thing for a while now. Xi has no choice but to double down. Want to deflate the RE bubble? Think again.
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The way property market is organized in China is inherently inflationary and encourages excessive speculation. Also, lead to low marriage rate. This is unhealthy and has to change.
RE accounts for over 30% of China’s economy. You can’t cure the cancer after it spreads to over 30% of your body.
This is the end of the road for China’s development model. All the debt and wrongdoings it accumulated over decades are coming due.
Harvest time.