Many interest rates in China’s real economy are no higher than they were in the US during much of its ZIRP periods.
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The Chinese economy held up okay in April despite triple-digit US tariffs, with exports and industrial production outperforming expectations.
The dizzying escalation and de-escalation of tariffs has made Chinese companies’ decisions around offshoring production much more complicated.
The PBOC cut policy rates by 10 bps but did not deliver any big surprises at its latest presser.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
The US has imposed a new export ban on Nvidia’s China-tailored chip, but the company is likely to develop alternative product offerings in response.
Most of China’s major economic indicators improved in March, but the impact of Trump’s tariffs looms on the horizon.
Some AI companies, best represented by DeepSeek, have challenged the established notion that top-tier AI talent has to be trained in the US.
The USD/CNY spot rate has been quite stable over the past two months despite higher tariffs from the US, largely due to a weak USD.
Chinese internet giants have begun to integrate AI into their mainstream applications.