China’s economy met Beijing’s GDP growth target in 2023 but is facing persistent deflationary pressure.
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Beijing will not hesitate to impose pain on Taiwanese businesses, but economic relations have already cooled in recent years, so damage may be limited.
Beijing is ready to expand China’s carbon emissions trading scheme to other industries this year, likely starting with steel.
Beijing has launched an anti-dumping probe into brandy imported from Europe, likely in response to the EU’s probes into Chinese EVs and biodiesels.
Several positive developments in US-China relations have occurred since the leaders’ summit in San Francisco in November 2023.
Both the onshore and offshore Chinese equity markets have spent the past few years on an unprecedented loss streak. Will things turn around in 2024?
Growth next year will continue to be held back by the real estate sector and weak external demand for Chinese products.
Chen Long discusses the outcomes from the recent Central Economic Work Conference, some challenges we expect will continue into next year, and whether China will be able to meet its 2024 growth target.
China’s leaders vowed at this year’s CEWC to offer more policy support for the economy in 2024.
The market misunderstood Beijing’s goals for SOE reform and urban-rural development from the get-go.