The prices of Chinese exports fell last year, causing export value to drop despite China selling more products.
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Trump’s reelection would trigger another round of escalatory economic warfare with China, characterized by tariff hikes and expansive decoupling.
Most of China’s provinces have cut their GDP growth targets further this year, as many of last year’s targets proved too ambitious.
China’s anti-corruption campaign reached record levels of activity in 2023, and president Xi has set the tone for an even stronger campaign in 2024.
Long-term Chinese government bonds have been in a bull run, with yields falling to all-time lows as the stock market has tanked.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
A recent bill in Congress proposing to ban federal contracting with certain Chinese pharmaceutical companies triggered a rapid market selloff.
Chen Long discusses the recently released economic data for 2023, the latest policy changes out of Beijing, and the market’s pessimism at the start of 2024.
Beijing is reportedly considering more measures to boost the stock market, which has been tanking in the new year.
Chinese companies survived and thrived in the US in 2023 despite headwinds; 2024 may be a window of respite and a last chance to grow deeper roots.