Great Set of article to understand everything from China's politics to capitalism and it's effect on Indian commodity & chemicals Industries
https://www.buoyantcap.com/historical-context-to-chinas-crackdown-where-does-india-fit/
https://www.buoyantcap.com/capitalist-but-on-my-terms/
https://www.buoyantcap.com/2021/03/26/chemicals-and-commodities-knowing-how-china-operates-can-help/