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Markets and Finance
May 17, 2021

Industrial Boom Defies Emission Cuts

China’s two-speed recovery returns, as the industrial sector is booming and consumption disappoints again.
Markets and Finance
May 12, 2021

Making Sense of the Steel Rally

Steel and iron ore prices have both hit all-time highs, as construction activity has remained strong and the market expects more supply restrictions.
COVID-19Markets and FinancePlenum Notes
May 4, 2021

The Story Behind China’s Vaccination Drive

China’s pace of vaccination has surpassed other countries’ in the past month.
Plenum NotesU.S.-China
April 22, 2021

Taiwan Tensions Are More Theater Than Threat

As long as the US upholds the one-China policy, Beijing will not be incentivized to unilaterally change the status quo.

Quarterly Chartbook: What's After the Record GDP Growth?

The Chinese economy grew by 18.3% in Q1, the fastest on record but still slower than expected.

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China Personnel: Analysis and Executive Briefings

Exclusive insights on the movement of policymakers, local officials, and regulators.

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RECENT RESEARCH

April 19, 2021 in Markets and Finance, Plenum Notes

The End of the Lopsided Recovery

Q1 was the peak for yoy growth, but sequential growth will be faster in Q2.
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April 16, 2021 in Markets and Finance, Plenum Notes

Beijing Unlikely to Bail Out Huarong

We believe the chance of a full bail-out of Huarong AMC is very low.
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April 12, 2021 in Markets and Finance, Plenum Notes

What Comes After Alibaba’s Record Fine?

Alibaba’s record fine is good news for the company.
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