10 Aug 2022
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After a tense week for US-China relations centered on developments around Taiwan, we expect the next two weeks to be relatively quiet on the macro-policy front in China.
The reason: Leaders appear to be on their annual retreat at the northeast seaside resort town of Beidaihe – about 300 km ...
April 26, 2024
To view this note as a PDF, click here. Since November, the People's Bank of China (PBoC) has gradually changed the way it frames its approach to monetary policy. However, it hasn't been clear how these changes would feed through into… Read More »
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 17, 2024
To read this note as a PDF click here. Exec sum Real GDP grew 5.3% y/y in Q1 2024, driven by investment and industrial growth, which was concentrated in high-tech, high-value-added areas of the economy. While real growth was strong, GDP… Read More »