China has continued to consolidate its role as the world’s top industrial robot market and production powerhouse.
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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.
The PBOC has continued to control the RMB by capping the fixing rate, but it will face pressure to let it fall more if Trump quickly announces tariffs.
Apple underperformed both the overall market and the premium segment in 2024 after gaining market share in China for the past five years.