Leading policy advisers across the ideological spectrum to call for more aggressive actions to boost consumption and housing.
The US handling of its “one China policy” is changing over time into something increasingly unfavorable to Beijing.
Official data confirms that the Chinese economy shrank in April, as covid and related restrictions hit the country hard.
China’s corporate sector mounted a comeback in Q1 after a lousy Q4, confirms data from non-financial A-share listed firms.
The USTR has started an expiry review of Section 301 tariffs for Chinese products as some approach their four-year deadline.
26 provinces have installed new provincial party secretaries since 2020; they will serve as the central-local ligaments during Xi’s third term.
All indicators have pointed to a much more substantial deterioration in April. China’s situation is unlikely to normalize in May, making it very difficult to hit the target.
Liu He remains very influential, but bearish sentiment can hardly change unless real changes materialize or the top leader speaks out.
Long USD/CNH is an attractive bet now, as most indicators suggest that the RMB should weaken much more.