Daily BriefsMacro

Daily Brief Macro: CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S. Rivalry and more

In today’s briefing:

  • CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S. Rivalry
  • China: Incipient Recovery At Risk

CX Daily: Why Southeast Asia Is a Battleground in the Global China-U.S. Rivalry

By Caixin Global

  • Why Southeast Asia is a battleground in the global China-U.S. rivalry
  • China threatens ‘strong and resolute countermeasures’ to Pelosi Taiwan visit
  • China semiconductor fund graft scandal widens as another executive probed, sources say

China: Incipient Recovery At Risk

By Nigel Chiang

  • The incipient recovery in June is in danger of reversing amid the gruelling toll exacted by the unrelenting Zero-Covid approach. 
  • The travails of the property sector are feeding into local government finances and threatening a downward spiral:
  • The latest Politburo meeting signalled no change in the government’s highly selective and targeted stabilisation approach which will not suffice to turnaround the ailing economy.

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