Logo 30 Apr 2024

Deep Dive | Trump, Biden, and China: What the 2024 election means for China-US relations

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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 January.

The obvious question: Who does Beijing prefer...



More recent developments

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Macro wrap: Structural imbalances worsen

To view the macro wrap as a pdf, click here. Exec sum China’s structural imbalances worsened in April. Industrial value-added (IVA) surged 6.7% y/y, with year-to-date IVA growing at a similar rate to pre-COVID trends. Non-property investment also expanded rapidly. We… Read More »

Logo May 16, 2024
May property roundup: All eyes on oversupply

To view the roundup as a pdf, click here. The rundown Despite multiple policy incentives to increase home sales, buyers remain stubbornly reluctant to return to the market. The persistent demand slump has further strained developers’ cash flows, limiting their… Read More »

Logo May 15, 2024
On Our Radar | Planning for the Plenum

The most important upcoming developments for policy and politics in China over the next month key developments politics Indications of Third Plenum reforms (ongoing) Lai Ching-te’s inauguration (May 20) foreign affairs EU parliamentary elections (June 6-9) Putin’s visit to Beijing… Read More »