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Markets and Finance
July 21, 2021

Beijing Says Goodbye to Crypto

China’s crackdown on cryptocurrency mining and trading continued, with the country poised to decouple from the crypto-financial world
Markets and FinancePolitics and Policy
July 19, 2021

China’s NEV Policies Move Beyond Subsidies

China is phasing out NEV subsidies in the next two years, as it finds the approach inefficient and probably unnecessary.
Markets and Finance
July 12, 2021

PBOC Cuts RRR Ahead of Slowdown

The 50bps RRR cut is consistent with the latest policy direction of reducing bank funding costs and makes us more convinced of our peak rate call.
Markets and FinancePolitics and Policy
July 8, 2021

Beijing Tightens Rules for Overseas Listing

Following the Didi debacle, a high-profile Chinese government document calls for greater supervision of firms seeking overseas listings.

RECENT RESEARCH

July 5, 2021 in Markets and Finance, Politics and Policy

Didi Draws Fire and Fury

Beijing’s sudden crackdown on Didi could last two to six months。
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June 21, 2021 in Markets and Finance, Plenum Notes, U.S.-China

Supply Chain Moves Up US-China Trade Agenda

The Biden Administration wants to reduce supply chain reliance on China. But it would be difficult.
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June 17, 2021 in Markets and Finance, Plenum Notes

PBOC Unmoved by Data Volatility

The Chinese economy changed much less than the headline data suggested.
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June 7, 2021 in Markets and Finance, Plenum Notes

Tesla Hits the Great Wall

Tesla has fallen out of Beijing’s favor in 2021 after drawing concerns over both data security and road safety.
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June 2, 2021 in Plenum Notes, Politics and Policy

Chinese Provinces Contemplate Carbon Plans

Beijing has set up a small leading group to coordinate the country’s carbon plan rollout.
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May 26, 2021 in Markets and Finance, Plenum Notes

Beijing’s Crypto Clampdown Intensifies

Beijing has intensified its crackdown on cryptocurrencies by targeting bitcoin mining as well as trading platforms.
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