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COVID-19Markets and FinancePlenum Notes
January 30, 2023

Quarterly Chartbook: China Towards Normalization

While consumption held back growth in 2022, it promises to be a key driver in 2023, as households shift to spending more due to the normalization of daily life after zero-Covid.
Markets and FinancePlenum NotesPolitics and Policy
January 9, 2023

Upcoming Trends in China’s Labor Market

Manufacturing and construction firms may face structural labor shortages due to reliance on migrant workers who are retiring and increasingly travel-averse.


December 19, 2022 in Markets and Finance, Plenum Notes

Beijing Is All-In on the Economy

The communique from the Central Economic Work Conference contained friendly words for the private sector and platform companies.
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December 7, 2022 in Plenum Notes, Politics and Policy

Taiwan: A Primer, Part 1

This is the first instalment in a series of notes designed to provide an overview of the geography, society, politics, history, and international relations of Taiwan.
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November 23, 2022 in Markets and Finance, Plenum Notes

What Next for Monetary Policy?

The PBOC has resorted to using structural monetary policy tools to more directly encourage banks to lend, but the impact will not be felt for some time.
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