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.
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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.
Hangzhou’s “six little dragons” have become part of the national public discourse, granting the city a new reputation as a tech haven.
Chinese leaders held the most high-profile meeting with private businessmen since 2018 to show support for the private sector.
Chinese private AI lab DeepSeek has launched the world’s most viral AI chatbot since ChatGPT.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
China’s real GDP grew 5% in 2024 thanks to a pickup in Q4, but earnings growth in most sectors was barely above zero.