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.
Continue Reading
Manufacturing and construction firms may face structural labor shortages due to reliance on migrant workers who are retiring and increasingly travel-averse.
Any meaningful improvement in US-China relations remains challenging. Congress will continue launching policy attacks on China and more selective de-coupling will take place.
We address some major questions for China in 2023, including China’s Covid transition, economic recovery, the new head of government, and the outlook for US-China relations.
The communique from the Central Economic Work Conference contained friendly words for the private sector and platform companies.
Plenum partners Chen Long and Guo Shan discuss the loosening of China’s Covid restrictions, the economic outlook for 2023, and what all this means for investors.
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.
Plenum partners Chen Long and Bo Zhengyuan discuss the implications for US-China relations of the US midterm elections.
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.
The October economic data is awful, but the market is looking forward rather than back, and this could be the beginning of the end for zero-Covid.