ACME MacroFriday 6 November 2026 · No. 05 China, First Read 中国战略要闻 Strategic intelligence on China, read between the news $7bnOracle’s AI chip lease for Tencent, reportedly cancelled 2.8tnParameters in Moonshot’s open-weight Kimi K3.1 Pro Rmb404.7bnHuafa Group’s interest-bearing debt −4%Hang Seng AI
Thursday 5 November 2026 · Edition No. 05 ACME Macro China Daily Brief · 中国战略要闻 Ten developments that will shape China’s next decade, for boards, chief executives and governments. Read first through Chinese sources. $5.4bnSoftBank’s ABB robotics deal, blocked by Beijing, the FT reports 4,142Overseas exhibitors at the
ACME Macro Wednesday 4 November 2026 · No. 03 China, First Read 中国战略要闻 Strategic intelligence on China, read between the news 69%China’s share of world rare-earth mining in 2025; the export-control pause ends Nov 10 6%Banks’ reserve ratio on forex deposits from Nov 15, up from