China Evening Missive
So the Chinese 4th Plenum has officially concluded and with it comes a somewhat lengthy and still quite vague summary of the next five year plan.
First impression is that there’ll be a doubling down on technology. There are a host of other high level points made. For now though, expect everyone to be rushing out with hot takes. Treat any definitive conclusions made with a high degree of suspicion.
Need to let it all marinate at least for a day. Will return at some point with my take on what it all might mean.


South China Morning Post
China’s fourth plenum: leaders bolster self-reliance against ‘raging storms’
5,000-word Central Committee document stresses tech upgrades, security and domestic demand to guard against headwinds of the next five years.