In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
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A recent bill in Congress proposing to ban federal contracting with certain Chinese pharmaceutical companies triggered a rapid market selloff.
Chen Long discusses the recently released economic data for 2023, the latest policy changes out of Beijing, and the market’s pessimism at the start of 2024.
Beijing is reportedly considering more measures to boost the stock market, which has been tanking in the new year.
Chinese companies survived and thrived in the US in 2023 despite headwinds; 2024 may be a window of respite and a last chance to grow deeper roots.
China’s economy met Beijing’s GDP growth target in 2023 but is facing persistent deflationary pressure.
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.