President Xi’s inspection trips in the past 18 months included fewer meetings with individual companies.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
The Xi-Trump summit delivered a small deal that includes a 10-ppt tariff cut and suspensions of recent export control measures.
The 15th FYP will largely cover what are existing policy focuses; manufacturing and technological self-reliance are top priorities.
The US-China negotiations in Kuala Lumpur saw higher tariffs called off, but other outcomes will be unclear before Xi and Trump’s Thursday meeting.
Most exporters at the Canton Fair say that sales to the US have taken a hit, but some have shown remarkable resilience.
Exports and industrial activity picked up again, while most domestic demand indicators softened.
The BIS’s new “50% rule” is already having a significant impact on Chinese companies.