Selfishly, I am glad to see that China's surplus in manufactures is increasingly cited as a relevant variable "Much of the increased factory output is being sold overseas. China’s trade surplus in manufactured goods equals about 10 percent of the country’s economic output." 4/

Latest project: How Houthi Attacks Have Upended Global Shipping - W/ Agnes Chang Weiyi (Dawn) Cai Keith Bradsher nytimes.com/interactive/20…

Houthi attacks have driven up freight rates, with the potential to affect inflation. But the rate increases so far are much smaller than those during the pandemic. nytimes.com/interactive/20…

Industrial policy has built a central China city into an E.V. powerhouse. But even there, a housing crisis looms. W/⁦ ⁦Joy Dong⁩ ⁦Li You⁩ nytimes.com/2024/01/27/bus…

Falling prices for food and electric cars in China, as well as 16 straight months of year-on-year declines in producer prices, raise concerns about the potential for a fall in the general level of prices: deflation. nytimes.com/2024/02/08/bus…

Worth reading: “The Republic of China: 1912 - 1949” by Xavier Paulès. A thoughtful, academic history of an under-analyzed period.

Here is the NYT obituary of Angela Chao, the youngest sister of Elaine Chao, written by Keith Bradsher and me. Angela Chao died on Sunday in Texas in a car accident. She was 50 years old. nytimes.com/2024/02/14/bus…

Donkeys across Africa are being sent to slaughterhouses to make a gelatin for traditional Chinese medicine, leaving villages without animals for transport or agriculture. nytimes.com/2024/02/23/wor…

The victor in a corporate battle in China with Danone of France 15 years ago has now died. Here is an obituary w/Tiffany May nytimes.com/2024/02/25/bus…

China now produces almost all of the world's solar products -- and is doubling down on solar at this week's gathering of China's legislature, even as the United States and Europe try to revitalize their industries. nytimes.com/2024/03/07/bus…

Faced with weak consumer spending at home, China is building more factories and pushing exports nytimes.com/2024/03/12/bus…

“.. Fifteen years ago today, Keith Bradsher published this piece, featured in the upper-right corner of the printed edition of the The New York Times.” - Michael Granoff Keith Bradsher $FXI linkedin.com/posts/granoff_…

71 new models of electric cars are going on sale this year in China nytimes.com/2024/05/01/bus…

China exported a total of 504,000 #automobiles in April, bringing the cumulative export figures for the first four months of 2024 to 1.827 million units, representing a growth of 34% YoY and 33.4% YoY, respectively, official data showed Saturday.

How China Pulled So Far Ahead on Industrial Policy nytimes.com/2024/05/27/bus…

¿Son seguros los autos sin conductor en China? Subí a varios para comprobarlo nytimes.com/es/2024/06/17/…

China's "cash for clunkers" programs, which have offered rebates this spring to encourage people to replace older cars and household appliances with newer, more energy-efficient models, have not reinvigorated the country's overall consumer spending. nytimes.com/2024/07/01/bus…

Leaders of Central Asia plus Russia, China and Belarus are gathering in Astana, Kazakhstan, for their annual summit. Here is a look at some of the issues. nytimes.com/2024/07/03/wor…

China’s economy grew at an annualized rate of 2.8 percent during the second quarter, and was 4.7 percent larger than during the same period last year. nytimes.com/2024/07/14/bus…