02 Jun 2022
More recent developments
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 »
December 6, 2025
Tactical truce or strategic realignment? | the weekly recap
With each passing day, the trade truce struck by Xi Jinping and Donald Trump in Busan looks more durable. In the month since the two leaders met, Beijing and Washington have both taken significant steps to show good faith by… Read More »
November 24, 2025
Investment meltdown | the weekly recap
Something funky is happening in China’s economy. Over the past several months, we’ve seen a sudden, and dramatic, slump in fixed asset investment (FAI). FAI may not sound especially sexy. But it’s a bulwark of China’s economic growth, covering everything… Read More »