16 Oct 2021
More recent developments
December 16, 2025
Macro wrap | China’s economy: Slowing, not spiraling
To read this macro wrap as a PDF, click here. China’s November data points to an economy losing momentum but not sliding into outright crisis. Business output and investment have softened, and retail sales of consumer goods have weakened. However, export… Read More »
December 15, 2025
On Our Radar | Chips down
The most important upcoming developments for policy and politics in China over the next month key developments tech Chinese regulators to decide terms of Nvidia H200 market access (soon) foreign affairs China policy in the annual US defense bill (late… Read More »
December 13, 2025
Support, not stimulus | the weekly recap
The Central Economic Work Conference (CEWC) concluded on Thursday – wrapping up two days of meetings between China's senior policymakers, as they finalized their goals for China's economy next year. Our top takeaway: Central government spending will increase in 2026,… Read More »