24 Apr 2024
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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 from the US, why target this particular chemical?
Sure, officially, the...
April 30, 2024
China’s big election is right around the corner. Otherwise known as the US Presidential election, it’s all but guaranteed to be a Trump-Biden rematch, ensuring that China will be dealing with a familiar face in the White House come next… Read More »
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 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 »