China's brokering of a Saudi Arabia-Iran diplomatic breakthrough offers the most tangible evidence to date that Beijing is willing to leverage its global influence to help resolve foreign disputes. james t. areddy Charles Hutzler wsj.com/articles/iran-…

China’s brokering of a detente between Iran and Saudi Arabia accelerates a geopolitical realignment in the Middle East, as rivalries that erupted during the Arab Spring fade and outside powers besides the U.S. vie for influence. David Cloud Austin Ramzy wsj.com/articles/china…

China Home Prices Rise First Time in 18 Months After Stimulus bloomberg.com/news/articles/…

Some companies that heeded the call to move out of China are moving back because the expiry of a US trade deal with developing countries has raised tariffs on all sorts of imports. wsj.com/articles/manuf… via The Wall Street Journal

Former Taiwan president to pay historic visit to China on.ft.com/3ZZc6fE

1/15 Almost everything Zakaria says here is wrong, and unanchored in any understanding of how the global balance of payments actually works. Like many people in Washington, Zakaria assumes (perhaps without realizing it) that the only things that should matter to the US are...

US charges Sam Bankman-Fried with bribing Chinese officials via Financial Times on.ft.com/3zedGP2

1/6 In March China experienced its second month of monthly deflation (-0.3%) as CPI prices rose 0.7% year on year. Annual CPI inflation peaked at 2.1% in January and has been declining pretty steadily since then. reuters.com/world/china/ch…

1/7 China's export growth surprised on the upside inMarch, growing 14.8% year on year to $315.6 billion. Imports contracted 1.4% year on year, a little better than expected. China's trade surplus for the month was a massive $88.2 billion. reuters.com/world/china/ch…

As China announces that it will no longer be publishing youth unemployment data (because the rate is very high lol), a reminder that they have been steadily publishing fewer and fewer economic indicators in recent years as the data has become less rosy ft.com/content/43bea2…

Hong Kong to ban Japanese seafood imports from 10 prefectures after country announces plan to release Fukushima waste water starting Thursday scmp.com/news/hong-kong…

China's first domestically built large-scale cruise ship, the Adora Magic City, which is also the world's first 5G cruiser, returned to Shanghai on Tuesday after completing a series of tests on its second trial voyage, according to CCTV.com. globaltimes.cn/page/202309/12…

China Envoy Backs Aid to Gaza, Ceasefire With Egyptian Official bloomberg.com/news/articles/…

1/2 According to China Daily, "China should consider a proactive GDP growth target of above 5 percent in 2024 to bring economic growth back to its potential level, anchor market expectations and further stabilize the job market, leading experts said." chinadaily.com.cn/a/202311/13/WS…

1/6 Caixin: "The downward spiral of China’s ailing property sector shows no sign of abating despite the government’s rollout of a seemingly endless series of supportive but as yet ineffective measures, with the crisis stretching for over three years." caixinglobal.com/2023-11-20/cov…

China is set to use Pledged Supplemental Lending to support economy. This is a strong policy signal. After we first wrote about this possibility more than two weeks ago, Bloomberg has published two news stories on this subject since then. But there are still misconception about

SCMP writes that China's export "powerhouses" (Guangdong, Jiangsu, Zhejiang, Beijing, Shanghai, Shandong and Fujian, with a collective GDP equal to 46% of China's total), are being told they must drive overall Chinese GDP growth in 2024. sc.mp/w5l1?utm_sourc… via @scmpnews

China’s three-legged race to fend off the 4 D’s of an economic apocalypse scmp.com/economy/china-…

1/5 Houze Song at MacroPolo says in this piece that Beijing will target 4.5% GDP growth in 2024. I hope he's right, because the lower the growth target they select, the healthier and more sustainable the growth is likely to be. macropolo.org/analysis/1h202… MacroPolo

Where does Chinese EV and ICE production go?