19 Dec 2025
More recent developments
May 22, 2026
Population growth in Guangdong and Zhejiang point to localized consumption tailwinds
The demographic outlook for China's provinces is rapidly diverging. According to population growth data compiled by The Paper, of China's 31 provinces (including municipalities and autonomous regions), just seven recorded population growth in 2025. Guangdong recorded the largest expansion, with… Read More »
May 22, 2026
China’s new minerals regulations put supply chain security front and center
China is hardwiring supply chain security into its mineral resource governance framework. The finalized implementation regulations for the Mineral Resources Law, published May 20, indicate authorities will embed monitoring and risk management across entire resource-related supply chains. The regs repeatedly… Read More »
May 21, 2026
The Iran war’s unexpected upside for Chinese industry
Cost-push inflation from the Iran war may be having an unintended upside for China's industrial base. Earlier this month, Caixin reported that China's excavator manufacturers are raising prices for the first time in years. Sany Heavy Industry, XCMG, and Liugong… Read More »