This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.
Digital currency and the new cold war (OMFIF, 6 min read)Argues that China’s move into digital currency is a new front in the US-China cold war.
China’s semiconductor drive stalls in Wuhan, exposing gap in hi-tech production capabilities (SCMP, 3 min read) Shows China’s path to tech independence will be rocky. [Bearish China tech]
Xi says China ready to work with Russia to safeguard WWII results (Xinhuanet, 2 min read) Shows new alliances China is trying to forge. [Bullish RUB]