Apologies but no lead commentary today, I am out of gas and don’t want to waste your time…the newsletter is already long enough.

I hope to see many of you in tomorrow’s open discussion.

Today’s Essential Eight:

1. Xi’s speech for the Pudong anniversary

2. Hong Kong

3. Peaceful China and the knife handle

4. Xi the busy diplomat

5. WSJ says Xi personally killed the Ant Group IPO

6. How fragile are China’s credit markets?

7. US-China

8. Chinese talent programs

Thanks for reading.