04 Mar 2022
More recent developments
December 6, 2025
Tactical truce or strategic realignment? | the weekly recap
With each passing day, the trade truce struck by Xi Jinping and Donald Trump in Busan looks more durable. In the month since the two leaders met, Beijing and Washington have both taken significant steps to show good faith by… Read More »
November 24, 2025
Investment meltdown | the weekly recap
Something funky is happening in China’s economy. Over the past several months, we’ve seen a sudden, and dramatic, slump in fixed asset investment (FAI). FAI may not sound especially sexy. But it’s a bulwark of China’s economic growth, covering everything… Read More »
November 21, 2025
Macro wrap | China’s fixed asset investment: What the heck is going on?
To read this macro wrap as a PDF, click here. China’s economy slowed sharply in October China’s exports declined 1.1% y/y in October – falling for the first time since February – driven by a 25% fall in shipments to the… Read More »