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In-depth research, macro analysis, and contrarian calls on China markets.
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Xi's Taiwan Warning Isn't an Invasion Order
May 22, 2026 · 6 min read · Contrarian Briefing
#Taiwan
#BABA
#Contrarian
#Polymarket
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Beijing's Smile Diplomacy: Summit Deals That Aren't
May 21, 2026 · 6 min read · Macro Briefing
#SmileDiplomacy
#TrumpXi
#FXI
#YINN
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The Ag Summit Trap: Why $17B of Soybeans Is a Headfake
May 21, 2026 · 6 min read · Macro Briefing
#TradeWar
#Agriculture
#ADM
#SOYB
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China's April Collapse: Why the Summit Can't Stop the Bleeding
May 20, 2026 · 6 min read · Macro Briefing
#China
#Macro
#KWEB
#PDD
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Soybeans and Rare Earths: The Summit Headfake Hiding China's Slowdown
May 20, 2026 · 6 min read · Macro Briefing
#China
#TradeWar
#KWEB
#PDD
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Trump–Xi Beijing Summit: What It Means for China Markets
May 13, 2026 · 6 min read · Asia Close Briefing
#China
#TradeWar
#Tariffs
#RareEarths
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Summit Smoke, No Fire
May 17, 2026 · 5 min read · Macro Briefing
#China
#TradeWar
#Tariffs
#Volatility
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Alibaba's Earnings Mirage — and the China Tech Trap
May 17, 2026 · 5 min read · China Internet Briefing
#Alibaba
#ChinaTech
#Earnings
#AI
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BABA's Earnings Mirage and Beijing's Supply-Chain Squeeze
May 18, 2026 · 5 min read · China Internet Briefing
#Alibaba
#ChinaTech
#SupplyChain
#TradeWar
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Stability Stalemate: Why the Trump–Xi Summit Is a Sell Signal for China
May 18, 2026 · 6 min read · Macro Briefing
#China
#TradeWar
#Tariffs
#FXI
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The Summit Rally Reversal: Why China Tech Is a Sell Again
May 18, 2026 · 6 min read · China Internet Briefing
#China
#BABA
#KWEB
#TradeWar
→