China country watch

Exposure to China means watching the People's Bank and the yuan, Beijing's industrial policy, export controls and data rules, regulatory campaigns against specific sectors, the ports of Shanghai, Shenzhen and Ningbo, and the electronics, EV, battery, steel and property groups at the heart of global supply chains. We read Caixin, the South China Morning Post, 21st Century Business Herald, Yicai and the Economic Observer every morning.