08 Nov 2021
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From sure bet to what the heck
Only a couple of months ago, a year-end fiscal stimulus in China looked like a sure-fire bet.
Supply-side disruptions, COVID-19 lockdowns, and regulatory tightening have all been combining to push economic growth lower – prompting expectations of more aggressive...
April 15, 2024
The most important upcoming developments for policy and politics in China over the next month key developments politics Xi Jinping symposium with provincial leaders (coming month) econ and finance Quarterly Politburo meeting on the economy (end-April) foreign affairs Xi Jinping’s… Read More »
April 3, 2024
To read this note as a PDF click here. Exec sum: Household consumption and confidence in China remain fragile, in part because of the weak labor market. This makes getting an accurate read on China’s employment situation an especially pressing… Read More »
March 14, 2024
The most important upcoming developments for policy and politics in China over the next month key developments politics News of the Third Plenum (any time) econ and finance Q1 GDP release (mid-April) foreign affairs Olaf Scholz’s China visit (April 15-16)… Read More »