
Chinese semiconductor companies will feel more pain from export controls the closer they get to producing chips of 7-nanometer and below.
Chinese semiconductor companies will feel more pain from export controls the closer they get to producing chips of 7-nanometer and below.
The real estate sector is unlikely to rebound unless Beijing embarks on another round of mass replacement of substandard housing.
The PBOC delivered an unexpected policy rate cut to support the economy, as credit growth showed signs of fatigue.
The direct impact on bank asset quality is small, but it is denting confidence in the real estate market and badly damaging housing sales.
Xi has expanded China’s definition of national security and upgraded its national security regime to accommodate new challenges.
Beijing’s initial response to Nancy Pelosi’s Taiwan visit was more restrained than many expected, but military drills and political fallout will follow.
The call yielded no notable progress on Section 301 tariffs or US access to the audit reports of Chinese companies.
China’s economy has been gradually recovering since May, after lockdowns were lifted in major cities. The real estate sector, however, remains deeply problematic.
Uncertainty around the global food supply have drawn Beijing’s attention to the challenges of feeding China’s 1.4bn population.
Plenum partners Chen Long and Guo Shan discuss China’s recent threatened mortgage boycott, Q2 GDP data, and the economic outlook.