18 Feb 2022
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Watching. Waiting. Commiserating.
As the situation at the Ukrainian border continues to simmer, we’d like to take a minute to address a take we’ve heard again and again in the China Twitter-verse and beyond.Namely, some variation of: If the West doesn’t react strongly enough on Ukraine, it will ...
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 »