06 Apr 2023
More recent developments
February 27, 2026
Chinamaxxing or Chinataxxing? | The weekly recap
March is shaping up to be a tense month in China-US relations. At the end of last month, we told you that US-China relations were on a steady (but fragile) path toward stabilization. Both countries seemed satisfied with the follow-through… Read More »
February 27, 2026
Shanghai’s used-home buybacks: A game-changer for property destocking?
To view as a pdf, click here. Executive summary As China's property crisis enters its sixth year, Shanghai's used-home buyback pilot could bring the bottom into view faster than otherwise possible. To date, destocking efforts have failed on price: For… Read More »
February 25, 2026
China’s investment slump: The 2026 outlook
To view this report as a PDF, click here. Executive summary After a 3.8% contraction in 2025, China’s fixed asset investment outlook for 2026 remains uncertain. Last year’s major drags – property and manufacturing overcapacity controls – will continue to… Read More »