China stands in a relatively solid position thanks to its large domestic capacity for refined oil, fertilizers, and renewable energy.
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Chinese humanoid robot makers saw dramatic increases in funding and production last year.
This year’s late Chinese New Year was a big boost for yoy growth in Jan-Feb, and we expect some moderation in March.
The USD/CNY experienced a few volatile trading days, and the gap between the spot rate and fixing rate narrowed.
China has laid out national targets for the 2026-2030 period in its 15th Five-Year Plan.
ByteDance’s Doubao surpassed DeepSeek last year to become China’s largest AI app and now dominates the chatbot space.
SAMR has opened an antitrust investigation into Trip.com, which will likely result in remedial measures and a large fine.
Beijing needs to look for new channels for fiscal revenue, and tax hikes on undertaxed and profitable sectors would make sense.
Chinese aerospace stocks recently went on a big rally, driven by signals that the commercial arm of the sector is gaining momentum.