Articles I'm reading Zichen Wang of Pekingnology shared about China's Third Plenum - that Beijing may have finally come around to stimulating domestic consumption rather than investment. Zichen wrote that David Daokui Li, Director of Tsinghua University's Academic Center for Chinese Economic Practice and Thinking, emphasised in a recent luncheon that the central government will … Continue reading June 2024 Musings – Chinese domestic stimulus, Martingale betting & relishing uncertainty →