The Chinese economy held up okay in April despite triple-digit US tariffs, with exports and industrial production outperforming expectations.
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The dizzying escalation and de-escalation of tariffs has made Chinese companies’ decisions around offshoring production much more complicated.
The US-China meeting in Geneva accomplished two things: de-escalating tariffs and setting the stage for future negotiations.
The PBOC cut policy rates by 10 bps but did not deliver any big surprises at its latest presser.
In my recent meetings with clients, most questions have been focused on one thing: the ongoing trade war between the US and China. Here are my thoughts on some of the most common concerns.
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.
We learned from a recent trip to the Canton Fair that China’s exports to the US are taking a huge hit but have not been wiped out.
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.