04 Mar 2022
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Over the past two months, the top-of-mind question around China’s economic management has hinged on how the Omicron variant of COVID-19 would impact the country.
Observers zeroed in on the idea that the latest, highly transmissible variant would severely test China’s tried-and-true pandemic play...
April 24, 2024
On Monday, we told you that China has announced a new tariff of up to 43.5% on imports of American propionic acid. An astute subscriber asked us to dig deeper: Of the tens of thousands of different products China imports… Read More »
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 »