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US/EUROPEAN INVESTORS POUR INTO CHINA #426

GOOD MORNING FROM LONDON The FT reports that Western investors pumped a record amount into Chinese equity exchange traded funds in June as the mainland...

CHINA AND CHANGE #414

GOOD MORNING FROM LONDON Remember the New Narrative. China is a threat to the West, to Taiwan, to the Uighurs, to Hong Kong, to the...

BLACK CAT/WHITE CAT V COMMON PROSPERITY – PART TWO #409

GOOD MORNING FROM LONDON The West’s mindset re China is flawed + leads to fundamental misinterpretations of China’s policy on issues generally. Accessing the Chinese...

BLACK CAT/WHITE CAT V COMMON PROSPERITY PART ONE #408

GOOD MORNING FROM LONDON The West revels in policy changes coming out of Beijing. They see them as examples of fundamental errors that reflect the...

PRESIDENT BIDEN TRAVELS TO ASIA #393

GOOD MORNING FROM LONDON Next week President Biden will travel to South Korea + Japan to convince the region that the War in Ukraine will...

CHINA WHEN IT GOES WRONG #380

GOOD MORNING FROM LONDON A rumoured exchange between Premier Zhou Enlai and President Nixon. “Nixon asks Zhou “What are your views on the French Revolution?”....

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