Eric Mertz has an excellent Twitter thread about the problems China faces: https://twitter.com/ericmertz_kc/status/1516350014464962568
His more in-depth Substack series starts here at Part 0: https://crisiswatch.substack.com/p/the-coming-removal-of-the-mandate
Part 2: https://crisiswatch.substack.com/p/the-coming-removal-of-the-mandate-04a?s=r
Similar Posts:
- The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)
- The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)
- The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)
- Why China Probably Won’t Invade Taiwan (Twitter Thread)
- Emerging Market Links + The Week Ahead (May 16, 2022)
- The Case for Dedicated China Exposure (Cambridge Associates)
- Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)
- The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)
- The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)
- EXS Capital’s Solberg: China’s Property and Steel Sectors Look Interesting Now (CMN)
- ‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)
- “This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)
- Will China’s Digital Yuan Vanquish the Dollar? (Nikkei Asia)
