Mesalliance: Why China’s commodities trade with Russia will decline. March 15, 2022. Download
The Return of Covid: How bad is it really? March 22, 2022. Download.
The Wipeout in Chinese internet stocks. Will there be a recovery? March 29, 2022. Download.
Coal: The Mongolian rail and the sunset of Australian coking coal. April 6, 2022. Download.
Covid and China's coming currency crisis. April 12, 2022. Download
How the "Zero Covid" policy is affecting China's economy. April 19, 2022. Download.
The Bull Case: What Chinese PE managers are investing in. April 26, 2022. Download.
China's cash infusion to the property sector: will it help? May 3, 2022. Download.
The Push to Promote Exports: What's behind China's stunning export growth. May 10, 2022. Download
Supply Chains: Re-shoring, near-shoring, right-shoring? May 17, 2022. Download.
The Consumer: Will purchasing come back after lockdowns end? May 24, 2022. Download.
Insurance Took a Tumble in Q1: Will things get better? June 1, 2022. Download.In
Leaving the Lap of Luxury: Why we doubt Chinese luxury will come back. June 7, 2022. Download.
How much money do Chinese people really have? June 14, 2022. Download. 
Will consumption recover? June 21, 2022. Download.
China's rising imports from Russia. June 28, 2022. Download.
The Semi Industry: Price Declines on the Way. July 5, 2022. Download.
Problems in China's banking sector: Is this just the beginning? July 12, 2022. Download.
​The mortgage revolt: what does it mean for China's economy? July 19, 2022. Download.
The 2022 Tax Breaks: Stimulus 2.0 Falls Flat July 26, 2022. Download.
A flood of new financing in China meets with anemic demand. August 2, 2022. Download.
​Going Home: Chinese companies look to leave U.S. exchanges. August 9, 2022. Download.
Out of Work: How do we gauge distress in the Chinese economy? August 30, 2022. Download.
Climate crisis and the Chinese economy. September 6, 2022. Download.
Electric Vehicles: Another commodification play? September 13, 2022. Download. 
Elephant in the Room: China's local debt problem. September 20, 2022. Download.
​The Coming Solar Glut. September 27, 2022. Download.
Golden Week: Has the burnish rubbed off for good? October 4, 2022. Download.
Looking for positive growth in the Chinese economy - not finding it. October 11, 2022. Download.
The Heart Attack in China's IC industry. October 18, 2022. Download.
After the Congress: Setting a more conservative economic direction​. October 25, 2022. Download.
Running on Empty: Why are Chinese shoe brands doing so much better than the foreigners? November 1, 2022. Download.
Zero Covid Forever? No change in sight. November 8, 2022. Download.
China's Collapse in Demand: Can authorities turn the ship? November 15, 2022. Download.
The Singles Day flop. Falling sales and a surge in live streaming. November 22, 2022. Download. 
Violence Erupts: Are the anti-lockdown protests a tipping point? November 29., 2022. Download.
Zero Covid Lightens Up: Did the protests work? December 6, 2022. Download.
The 180-Degree Turn: Covid restrictions, Xi’s power, and the economy. December 13, 2022. Download.
The Contagion: China's mysterious policy changes. December 20, 2022. Download.
Covid and the Property Stimulus: What's Happening in China? January 3, 2023. Download.
Politics and the Economy: What happens when the Covid surge passes? January 10, 2023. Download.
What's happened in China's crypto industry? January 17, 2023. Download.
Who's Managing China? January 24, 2023. Download.
The Chinese Consumer: After Zero Covid. January 31, 2023. Download.
The Mystery of China's Rising Bank Assets. February 7, 2023. Download.
Flat Steel: When's the Rally Coming? February 14, 2023. Download.
Unrest: The problem with shrinking entitlements. February 21, 2023. Download.
​The Revenge of Big Tobacco: February 28, 2023. Download.
Making the Economy Look Nice: March 7, 2023. Download.
Capital Flight. March 14, 2023. Download.
What’s happened to auto sales? March 21, 2023. Download.
Is China affected by the banking crisis? March 28, 2023. Download.
Lithium: Chinese over-investment finds a new target. April 4, 2023. Download.
Services: Looking for a heartbeat. April 11, 2023. Download.
Alibaba Spin-Offs. April 18, 2023. Download.
LIDAR: What it is and how Chinese companies are doing. April 25, 2023. Download.
Steel: Without Property, China’s Steel Industry Looks Weak. May 2, 2023. Download.
Investment: Is China Over? May 9, 2023. Download.
The Power Picture. May 16, 2023. Download.
Drought: How it's affecting the economy. May 23, 2023. Download.
Tightening the Belt, Shortening the Road. June 6, 2023. Download.
Exit Bans: Is it safe for businesspeople to travel to China? June 13, 2023. Download.
Online Fast Fashion: How much can it grow? June 20, 2023. Download.