Not confirmed yet, but I’m fairly certain that Xi won’t be attending the G20 meting next week. It is now widely expected in #china power circles that Biden isn’t likely to retain the role of American president. Given this, there’s very little appetite to engage with a “lame duck”. Also, no need to give Biden any opportunity for a photo-op

Damn!!! Even WeChat isn’t this dystopian.

And the week begins here in #china. I’m not expecting this level of euphoria to hold all that long. Still macro issues which need to be addressed.

So for those choosing to remain on X, here is a glimpse into your future. If you don’t fully KYC then these are the sorts of messages you’ll receive. Oh, and until you comply you’re cut off from accessing the account (and ability to spend).

So in a single hour, China lowered a key lending rate and then it was announced that Country Garden is set to be removed from the Hong Kong primary index: The Hang Seng. Not at all unexpected, but the #china storyline is clearly set to stay front and center this week.