The US-China rivalry has evolved beyond the trade war into a new phase of intense geopolitical competition.
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The release of the device will intensify US political pressure and will likely lead to attempts to tighten the export control regime against China.
This note is the first in a four-part series in which we will review China’s reform progress of the past decade and attempt to explain the market’s discontent.
Beijing has introduced more easing measures for the real estate sector, in addition to last week’s capital market measures.
The central bank’s interventions cannot reverse the trend of a depreciating RMB, but past lessons suggest that the USD/CNH may be near its peak.
The central bank’s interventions cannot reverse the trend of a depreciating RMB, but past lessons suggest that the USD/CNH may be near its peak.
The scope of the plan is quite limited; the White House’s goal is to allow US investors to continue investing in less-sensitive areas of Chinese tech.
July economic data were bad across almost every category, and August is likely to be another very bad month.
Chen Long discusses the recent July Politburo meeting, expectations for China’s economic performance in the second half of the year, and Beijing’s renewed focus on courting private business.
People seem to be cutting back on excessive saving, with consumption of services showing strong development.