Meeting for senior officials on Fourth Plenum spirit; More PLA purges?; He Lifeng at Davos; Officials talk up fiscal and financial “stimulus”

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2025 GDP growth on target; Births keep declining; China-Canada new strategic partnership; Davos; Premier Li meets MiniMax CEO

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Canadian PM in Beijing; RMB and interest rates; Security and Development; US gamblers and players fixed CBA games; H200s

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Sharp China: What’s at Stake for China in Iran; Canada's PM in Beijing; Notes on Chips, Apps, and Drones

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CCDI Plenum Communique; Canadian PM in Beijing; 2025 trade data; H200s and US semiconductor 232 investigation

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CCDI; H200s; US-China; Zhong Caiwen; Short newsletter today

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CCDI Plenum opens; Rare earths exports to Japan get rarer; EU-China EV progress; Canadian PM’s visit to China

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China playing rare earths card against Japan again; H200s; Scam tycoon Chen Zhi sent back to China; Liu Haixing

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Sharp China: China’s Venezuela Calculations; Japan’s Rare Earth Access; A Reported Pause on Nvidia Purchases; The Meta-Manus Deal Under Review

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Another day, another economic weapon aimed at Japan; “AI + Manufacturing”; H200 concerns; Manus; Platform rules

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Tightening export controls on dual-use items to Japan and threatening rare earths export licenses; Stock market on a roll; Influencers to help improve “interna...

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China’s Venezuela Calculations; Real Estate Market Expectations; December Politburo and Democratic Life Meetings; Museum Scandal; 2026 Propaganda Tasks

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Xi promotes two generals; Japan nuclear weapons talk; US-China; Warning to Mexico; Nvidia chip smuggling investigation

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TikTok deal; PLAAF corruption; US arms sales to Taiwan; Public security priorities for 15th 5YP; Indigenous police dogs

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Hainan Free Trade Port; Huawei overseeing China’s EUV “Manhattan Project”; Rebalancing EU-China relations; Real estate; Cognitive warfare

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Sharp China: Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

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Expanding demand; Real Estate; US-China drug co-op; Panama Ports deal at risk; MetaX 沐曦 IPO; EU pork tariffs

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Expanding Domestic Demand is a Strategic Move; Weak November economic data; Jimmy Lai; Meta and China scam ads

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Central Economic Work Conference concludes; Five Musts and Eight Key Tasks; US-Japan-China; H200s

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IMF and RMB; H200s; DeepSeek and Nvidia; Japan-China; Reactions to the US National Security Strategy

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