Does China subsidize EVs? - Part 1

Birdcages

Is this a second Xi bull market?

Welfare for whom?: Charts this week 12

Real estate inventories, absorption remain high; Viktor Shvets podcast appearance and our thoughts: Charts this week 11

Charts This Week 10: Loan demand down, rise in first time criminal convictions, Wind power industry, US-China trade deterioration, Podcast rec and comment

Charts This Week #9: CNY devaluation: the weakening, the growing up and the reaction, RU-PRC scrutiny, battery supply chains, data quality

Charts This Week #8: LGFVs, Q1 data dump, household debt & energy security

Charts This Week #7: Charts and links about China

Charts This Week #6: Charts and links about China

Charts This Week #5: Charts and links about China

Charts This Week #4: Charts and links about China

Charts This Week #3: Charts and links about China

Charts This Week #2: Charts and links about China

Charts This Week #1 & Publishing Update: Charts and links about China

The Confidence Map (a book by Peter Atwater), what can China's leaders learn?: Trying to make sense of things

14 charts on China's economy, a mixed picture: Trying to make sense of things

Pre-Three Red Lines banks sought to limit lending to developers: Trying to make sense of things

China's property market anecdotes and inventory absorption: Trying to make sense of things

Does China still need to modernize?: Trying to make sense of things

Wise netizens predict the future (translation): Trying to make sense of things

Timing a bottom and improving US-China relations: Trying to make sense of things

"The most dangerous time we've seen in decades": Trying to make sense of things

Real estate conundrum, Retail sales still well below trend & Don't lose your makers (skilled producers): Trying to make sense of things

Retail sales ceiling?, CPI commodity components and Chart roundup: Trying to make sense of things