Economy & Finance

May 23, 2018
China Deleveraging Insider
May 23, 2018

Q1 2018 monetary policy report: regulators stay the course despite slowing growth

There is a growing debate as to whether Chinese financial regulators have the spine to stick with their financial de-risking program as economic growth starts to ease more rapidly in the second half of 2018.

Apr 16, 2018
China Econ Observer
Apr 16, 2018

The Chinese government’s 9 economic policy priorities in 2018 (and beyond)

State Council Meets on Supply Side Structural Reform

Photo: gov.cn

At the 2018 Two Sessions, the Party and government clearly outlined the key economic policy priorities for the next 12 months. Nine key policy buckets are designated throughout the government work reports, and they follow directly from Xi Jinping’s report to the 19th Party Congress.

Apr 16, 2018
China Econ Observer
Apr 16, 2018

Xi Jinping on the economy – Part 3 of 3: Xi’s take on monetary policy, fiscal policy, and policy coordination

Political Analyst China: Xi Jinping at the 2018 LIanghui

Xi Jinping speaks at the 2018 Two Sessions - Photo: Gov.cn
Apr 16, 2018
China Econ Observer
Apr 16, 2018

Xi Jinping on the economy – Part 2 of 3: Xi on Supply-Side Structural Reform (SSSR)

Chinese Economy Analysis: Two Sessions

Photo: gov.cn

Xi Jinping frames his outlook for economic development through the lens of Supply-Side Structural Reform (SSSR). In fact, when it comes to the economy, Xi identifies SSSR as the Party’s “main task”. But what is that, exactly? And what does that mean for businesses in China?

Feb 28, 2018
China Deleveraging Insider
Feb 28, 2018

February 2018: Chances of a financial crisis are falling

Skeptics may not agree, but we think the data is clear: Chinese banks are taking significant steps toward de-risking.

Feb 12, 2018
China Econ Observer
Feb 12, 2018

Xi Jinping on the Economy – Part 1 of 3: Xi on the role of the market

China Economic Analyst: Xi Jingping Lianghui

Photo: gov.cn

We examined Xi Jinping’s wide-ranging report to the 19th Party Congress in October 2017. The most important message, in our view, is that a fundamental question that the Party was grappling with over the past five years has been answered: What is the role of the market in China?

Jan 1, 2018
China Econ Observer
Jan 1, 2018

Key outcomes from the 2017 Central Economic Work Conference

China Econ Analyst: 2017 2018 CEWC Central Economic Work Conference

Xi Jinping addresses the 2017-2018 CEWC - Photo: News.cn

The CEWC is an annual gathering of Party leadership that takes place in December and discusses China’s economic outcomes from the past year. More importantly, it outlines economic policies that should be implemented over the next twelve months.

Dec 31, 2017
China Deleveraging Insider
Dec 31, 2017

December 2017: Is China Actually Deleveraging? Yes and No.

The most recent data from the PBoC and the CBRC show that bank asset growth hit a fresh all-time low in October. That means China is actually deleveraging – a little. It’s slow and slight, and done with a bit of trickery, but the debt load has shrunk in comparison to the size of the economy.

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