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Markets and Finance
August 16, 2021

Tightening Policies Fuel China Slowdown

The Chinese economy slowed more than expected in July, with exports now the only engine for growth.
Politics and Policy
August 9, 2021

How China’s Cybersecurity Review Works

Some 12 agencies participate in the cybersecurity review process.
Markets and Finance
August 2, 2021

China Not Ready to Cut Coal

China’s thermal power reliance this year means greater pressure on curbing industrial activities.
Markets and Finance
July 28, 2021

Panic Stations Amid ‘Triple-kill’ Fire Sale

Investors are looking for the next victim in China’s serial crackdown.

RECENT RESEARCH

July 26, 2021 in Markets and Finance

The Hard Landing of Chinese Tutoring

The education reform is part of a strategy to curb property speculation, revive fertility, and maintain political command.
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July 21, 2021 in Markets and Finance

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
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July 19, 2021 in Markets and Finance, Politics and Policy

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.
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July 12, 2021 in Markets and Finance

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.
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July 8, 2021 in Markets and Finance, Politics and Policy

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.
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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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