The PBOC cut policy rates by 10 bps but did not deliver any big surprises at its latest presser.
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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.
China has continued to consolidate its role as the world’s top industrial robot market and production powerhouse.
Industrial value-added and retail sales looked fine in Jan-Feb, while exports were quite weak.
Market interest rates have gone up despite a supposed loosening of monetary policy, and the PBOC has stopped buying bonds; sentiment has improved.