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Markets and FinancePlenum Notes
August 10, 2022

What Comes After the Mortgage Boycotts?

The direct impact on bank asset quality is small, but it is denting confidence in the real estate market and badly damaging housing sales.
Plenum NotesPolitics and Policy
August 8, 2022

National Security According to Xi

Xi has expanded China’s definition of national security and upgraded its national security regime to accommodate new challenges.
Plenum NotesPolitics and PolicyU.S.-China
August 3, 2022

Rhetoric vs. Reality on Pelosi’s Visit

Beijing’s initial response to Nancy Pelosi’s Taiwan visit was more restrained than many expected, but military drills and political fallout will follow.
Plenum NotesU.S.-China
August 1, 2022

Crisis Management, Not Cooperation

The call yielded no notable progress on Section 301 tariffs or US access to the audit reports of Chinese companies.

RECENT RESEARCH

July 28, 2022 in Markets and Finance, Plenum Notes

Quarterly Chartbook: China’s Patchy Recovery

China’s economy has been gradually recovering since May, after lockdowns were lifted in major cities. The real estate sector, however, remains deeply problematic.
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July 25, 2022 in Markets and Finance, Plenum Notes, Politics and Policy

China’s Food Security Challenge

Uncertainty around the global food supply have drawn Beijing’s attention to the challenges of feeding China’s 1.4bn population.
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July 20, 2022 in Plenum Notes, Politics and Policy

Three Personnel Trends to Watch

Bankers and SOE managers, initially sent to provincial governments to prevent financial risks and SOE defaults, are now tasked with driving local growth.
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July 18, 2022 in Markets and Finance, Plenum Notes

So Much for “Rebalancing”

GDP breakdown shows very weak domestic demand, continuing to undermine so-called rebalancing, and the worst property slump on record.
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July 13, 2022 in COVID-19, Markets and Finance, Plenum Notes

The “Dynamic” in Dynamic Zero-Covid

China loosened several Covid restrictions last month, including cutting the inbound quarantine period to “7+3”, to boost the economy.
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July 11, 2022 in Markets and Finance, Plenum Notes

How Long Can the RMB Outperform?

China’s strong current account surplus and the recent reversal in equity flow have helped the RMB outperform other currencies.
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