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Markets and FinancePlenum Notes
March 20, 2023

What the Banking Crises Mean for China

Chinese policymakers may see the banking crises in the West as the result of policy errors in recent years and will avoid massive fiscal or monetary loosening.
Markets and FinancePlenum Notes
March 15, 2023

Keeping the Faith in Recovery

China has shown decent growth in the first two months, but confidence remains a big issue.


February 22, 2023 in Markets and Finance, Plenum Notes

Beijing Shifts Support To Commercial NEVs

Commercial NEVs could become the fastest growing segment in the next three years while the passenger market sees slower growth and increased competition.
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February 13, 2023 in Markets and Finance, Plenum Notes

Waiting for the Credit Rebound

Corporate loans accounted for the bulk of new credit, but it is unclear how the loans are being used; households have remained reluctant to add leverage.
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February 9, 2023 in Markets and Finance, Plenum Notes

What Makes a Consumption Recovery

Demand and time deposits show excess savings, but a consumption comeback is primarily linked to spending a higher share of income.
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