27 Jun 2022
More recent developments
December 19, 2025
Slowing, not spiraling | The weekly recap
The National Bureau of Statistics (NBS) released its three headline monthly datasets this week – industrial value-added (IVA), fixed asset investment (FAI), and retail sales – and all came in weaker than expected. FAI fell a whopping 12.0%. IVA growth… Read More »
December 16, 2025
Macro wrap | China’s economy: Slowing, not spiraling
To read this macro wrap as a PDF, click here. China’s November data points to an economy losing momentum but not sliding into outright crisis. Business output and investment have softened, and retail sales of consumer goods have weakened. However, export… Read More »
December 15, 2025
On Our Radar | Chips down
The most important upcoming developments for policy and politics in China over the next month key developments tech Chinese regulators to decide terms of Nvidia H200 market access (soon) foreign affairs China policy in the annual US defense bill (late… Read More »