The unverified list is not a sanction tool and companies can get delisted; the Unverified List and the Entity List are mutually exclusive.
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The latest surge of covid cases in Hong Kong will not change China’s zero-covid policy for the special administrative region, let alone the mainland.
The next and perhaps final window for the PBOC to cut policy rate is 15 March as the Federal Reserve is starting a rate hike cycle next month.
Chinese provinces lowered GDP growth targets by 0.7pp on average, and we expect the central government to set the national growth target at “around 5.5%”.
The RMB remains very resilient despite PBOC efforts to rein the currency in as monetary policy divergence between China and the US grows ever starker.
The Sino-Russia joint statement refuted Anglo-Saxon values but bore few surprises; Beijing does not want NATO expansion or war in Ukraine.
Xi Jinping has re-invented the party apparatus to fit his vision, making the Party and government inseparable.
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.