Closing
8 Jun 2026
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.
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Closing
8 Jun 2026
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 brief
Lunchtime
20 May 2026
China's LineShine LX2, a CPU-only exaflop supercomputer built on 2.4 million Huawei Armv9 cores, demonstrates that US export controls are functioning as an industrial policy accelerant for Chinese compute sovereignty rather than a capability ceiling.
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