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Beijing's simultaneous move to raise dollar deposit rates, capping yuan appreciation, and impose EV battery-weight regulations signals a state managing export competitiveness and industrial overcapacity in a single strategic frame.
The proposition
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Everything the market is publishing, read for you. One brief that earns its place in your inbox.
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Briefs and analysis
Beijing's simultaneous move to raise dollar deposit rates, capping yuan appreciation, and impose EV battery-weight regulations signals a state managing export competitiveness and industrial overcapacity in a single strategic frame.
Preview briefBeijing's simultaneous move to raise dollar deposit rates, capping yuan appreciation, and impose EV battery-weight regulations signals a state managing export competitiveness and industrial overcapacity in a single strategic frame.
Preview briefA potential US government equity stake in OpenAI would be the most consequential structural intervention in the AI industry since the internet era, not because it funds OpenAI, but because it fuses state interest with a private frontier lab in ways that distort every…
Preview briefA potential US government equity stake in OpenAI would be the most consequential structural intervention in the AI industry since the internet era, not because it funds OpenAI, but because it fuses state interest with a private frontier lab in ways that distort every…
Preview briefA government profit-share on AI revenues would constitute a structurally novel form of sovereign extraction, closer to a resource royalty regime than conventional corporate taxation, that current AI investment theses have not priced.
Preview briefA government profit-share on AI revenues would constitute a structurally novel form of sovereign extraction, closer to a resource royalty regime than conventional corporate taxation, that current AI investment theses have not priced.
Preview briefMethod
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