CNY Trends

#6 - China Ramps Up Robotics Investment with Un...

China is accelerating the development of its robotics industry by deploying a coordinated suite of funding tools, regulatory support, and institutional partnerships—offering a blueprint for scaling advanced manufacturing amid global...

#5 - China’s History of Reform: From Deng Xiaop...

As China navigates a complex economic landscape in 2025, historical milestones from its reform era continue to inform policy direction. From Deng Xiaoping’s transformative opening-up policies to today’s evolving regulatory...

#4 - Weak Retail Data, Tech Clampdown, and a Su...

Edited in collaboration with my custom GPT to refine syntax, clarity, and structure for improved readability. I do not express my personal beliefs in this newsletter; instead, I aim only...

#3 - China's Economy at a Crossroads: Export Sl...

China’s economy is displaying mixed signals, with recent data showing a slowing export sector, deepening deflation, and heightened diplomatic tensions with the U.S. over rare earths and tech trade. These...

#2 - China’s Central Role in Global Oil Demand

China is the world’s second-largest consumer of oil, and any signs of an economic deceleration there have significant implications for global energy markets. Ongoing trade negotiations and tariff escalations between...

#1 - What Falling Chinese Real Estate Prices Co...

For years, real estate was one of the biggest drivers of China’s economic boom. Now, falling property prices are creating major ripples — not just inside China, but across the...