Chen Long and Bo Zhengyuan discuss some key questions for the Chinese economy and US-China relations in the new year. Questions include China’s covid strategy, regulatory crackdown, monetary policy, real estate policy, tariff change, US sanctions, and overseas listing rules.
China is almost certain to post record-high foreign direct investment figures for 2021 amid strong profits and a resilient supply chain.
Beijing installs former Guangdong governor as new Xinjiang party secretary, signaling a pivot in Xinjiang policy as Xi deems social instability now resolved.
We try to address seven major questions for Chinese economy in 2022, including Covid policies, consumption, regulatory crackdown, monetary policy, real estate, exports, and energy.
The Chinese economy faces greater downward pressure in Q1 from real estate, heavy industrials, and consumption.
Leaders have called for more pro-growth policies for 2022 and it has become “a political matter” for officials to stabilize growth.
China has issued a series of data governance rules; the results of Didi’s cyber security review will illustrate what they mean for listed firms in practice.
Guangdong’s provincial government has sent a working group to take control of Evergrande as the developer can no longer repay its debt.
Governments at all levels are providing subsidies to these firms, while Beijing also launched a new stock exchange to help them grow.
