My outlook on China’s economy and stock market next year is more cautious than many people’s.
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China’s retail sales growth has diverged from the official rates reported by the NBS after a rebasing of 2024 data and adoption of a new methodology.
The power consumption of Sam Altman’s most ambitious data center plans would be hard for even China or the US to accommodate.
In this chartbook, we walk you through the highlights of the Chinese tech industry in 2025.
Beijing is pulling back on consumer-facing subsidies, and many people have brought forward their purchases to access them before they’re gone.
A picture of a Huawei-centered network of companies spanning China’s chipmaking supply chain has come into focus.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
Exports and industrial activity picked up again, while most domestic demand indicators softened.