Plenum partners Chen Long, Bo Zhengyuan and Feng Chucheng discuss China’s economic recovery and the latest developments in US-China relations.
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After Liu retires, the Office will likely be headed by either He Lifeng or Han Wenxiu, each with different implications for the Office’s future.
The Chinese economy is recovering gradually from Covid lockdowns, with a stronger boost from external demand than domestic demand.
Prospects for consumption are dim while Covid-related disruption continues and consumption is pushed lower down the policy agenda.
The hierarchy includes rules that define each job and delineate the career pathways available to officials.
Local policies are more supportive of NEVs, not only via direct subsidies but also via infrastructure spending and city planning.
We do not believe there is a policy divergence between Xi Jinping and Li Keqiang, despite popular speculation.
If the GOP takes back both chambers in the midterm elections, more China bills are likely to pass in the next couple of years.
Chen Long, Feng Chucheng, and Guo Shan discuss the the outlook for China’s dynamic zero-Covid policy and the upcoming economic stimulus policy.
