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Jonathon highlights what I thought was the most interesting point out of the recent communique.

I tend to look at things from a company/sector perspective, and for me this represented the CCP’s effort to adapt the vast administrative bureaucracy to align with the operational and realities of shifting sectoral priorities.

Allow me to explain below in this 🧵

https://x.com/GlennLuk/status/1981365280895861126

Property and infrastructure development were two of the key economic development priorities from the mid-2000s to the early 2020s.

Both property and infrastructure (especially "traditional" infrastructure like highways and bridges) were highly localized in nature. Land is central to both efforts, and land use falls…

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