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.
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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.
With the Party and state in transition, Beijing’s new policy direction may not come into focus until March 2023 when the new premier is installed.
