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beyond the harvest, toward resilience
Beijing is strengthening agriculture’s weak links before floods, drought, price swings, or supply-chain stress hit
Aug 4
•
CHINA POLICY team
6
3
July 2026: two economies, one country
warm welcome all
Aug 1
•
CHINA POLICY team
8
4
July 2026
pricing China's AI+ energy plan
the AI+ energy action plan: how is it shifting policy?
Jul 30
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CHINA POLICY team
5
1
building real-world evidence for drugs
rather than manufacturers’ projections, Beijing wants its own evidence on drug effectiveness; it will reshape how drugs are priced and reimbursed
Jul 28
•
CHINA POLICY team
and
Selena Guo
9
2
PRC drone economy sheds hobbyists for workflows
whether Beijing backs a drone or blocks it comes down to one test: can it be tracked
Jul 23
•
CHINA POLICY team
3
1
Shanghai ringfences an offshore bond market
rebooted FTZ offshore bonds are offshore in all but geography; Beijing supplies the architecture, the market must supply the scale
Jul 17
•
CHINA POLICY team
6
1
Beijing pulls capital back toward the real economy
Beijing is talking about the real economy again
Jul 14
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CHINA POLICY team
9
6
Can the PRC petrochemical sector close the high-end gap?
A companion brief, Hormuz tests the PRC petrochemical build-out, argued that the PRC has won the low-end bet but that the most advanced materials are…
Jul 10
•
CHINA POLICY team
7
1
Hormuz tests the PRC petrochemical build-out
Hormuz showed baseline thinking in action: petrochemical capacity holding firm under blockade; it also showed how far the most advanced materials remain…
Jul 7
•
CHINA POLICY team
7
3
june: plans over stimulus
Warm welcome all…
Jul 4
•
CHINA POLICY team
3
1
a decade of baseline and worst-case thinking
baseline thinking tells officials to know their floor; now they must plan for the worst
Jul 2
•
CHINA POLICY team
4
1
June 2026
are the humanities still a strategic resource?
‘New humanities’ signals Beijing’s bid to recast traditional disciplines as a strategic resource in the AI era.
Jun 25
•
CHINA POLICY team
and
Selena Guo
6
5
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