Sublime

This week saw the release of the 2023 China Military Power Report (CMPR). For those not familiar, this is DoD’s congressionally-mandated unclassified update on the Chinese military. It’s an annual feast of open source data. So, here are few thoughts (Part 1) on the report: https://t.co/pEgh1Xhwcc

Cold War 2.0 between the US and the #DragonBear: China‘s true defense budget is on par with the US. #Velsig #geopolitics https://t.co/Wkm3zaWTLH

对外援助的真相。 https://t.co/Wcvqhrd3IV

Economia

Pix bate recorde com quase 280 milhões de transações em um dia

Na sexta-feira (6), ocorreram 276,7 milhões de transações via Pix para usuários finais. Recorde diário anterior era de 252,1 milhões

《回顾本次A股见底场景》 1，美国降息，Ackman站Trump 2，证监会主席态度180度转变 3，PB历史最低没有之一 4，股市，楼市，车市，资金全断 5，洗脚妹，都知道买国债 6，投行，妈妈喊他别干了 7，李蓓股票研究员转做家政 8，帝国动员最后的预备队进场 9，史诗级大QE+放宽监管 https://t.co/esOX0ax8IU

#数据 在中国最大的100家上市企业中，民营企业的市值占比从2021年年中55.4%的峰值降至今年6月底的33.1%，国有企业的占比从31.2%上升至54.0%，混合所有制企业的占比维持在13%上下​​。 来源：PIIE https://t.co/aDMrvyxiom

Pure fake news on Chinese economy in the @FT this morning. The paper tells us that “Chinese consumers tighten their belts”. The piece provides no evidence of this and official statistics show retail sales up 7.2%! 🇨🇳🤷‍♂️ @imandylin2 @xueqiao1994 https://t.co/4aCJYUtrcs