China’s GDP numbers may still keep coming out within a scintilla of perfection, but the true story will be told by the closed factories with smokestacks clear, by public protests and by the numbers that are not so easy to fudge. I see today that China’s coal imports are down 6%. This does not signal robustness.
Will Xi get replaced? How shaky is his regime? Do we want to keep dealing with him or maybe someone else? At least he is a known factor. The Chinese assault ships haven’t landed in Taiwan. A deal has to be made or else China and the US both will be effed!
Keep that popcorn coming!
Cheers