International retailers in China have been battered in 2024, with revenue falling broadly across many segments.
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Recent market reforms have made some progress but fail to address the most fundamental problems facing Chinese equities.
Domestic demand continued to be a big drag in July, and retail sales and investment were both underwhelming.
Three years after China’s tutoring crackdown, education companies have reentered an expansion cycle.
China has been on a mission to lure tourists back ever since it reopened at the end of 2022, but the recovery still has some way to go.
In recent days, the RMB has recovered all its losses against the USD from earlier in the year, and the gap between USD/CNY fixing rate and spot rate has closed.
The Politburo meeting called for more policy measures to support growth, but we are still waiting on details.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
Likely picks in a second Trump term would reignite the trade war and push for a more aggressive political approach with China.
Chen Long discusses the latest economic data and takes a look at what came out of the Third Plenum, and Bo Zhengyuan gives an update on the US presidential election and talks about what a second Trump term would mean for the US-China relationship.