Kamala Harris has remained largely silent about her China policy, partly due to her limited experience in dealing with the country.
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China is targeting critical minerals in which it has a comparative advantage over the West, but the controls have affected various products to different degrees.
International retailers in China have been battered in 2024, with revenue falling broadly across many segments.
Recent market reforms have made some progress but fail to address the most fundamental problems facing Chinese equities.
Domestic demand continued to be a big drag in July, and retail sales and investment were both underwhelming.
Three years after China’s tutoring crackdown, education companies have reentered an expansion cycle.
China has been on a mission to lure tourists back ever since it reopened at the end of 2022, but the recovery still has some way to go.
In recent days, the RMB has recovered all its losses against the USD from earlier in the year, and the gap between USD/CNY fixing rate and spot rate has closed.
The Politburo meeting called for more policy measures to support growth, but we are still waiting on details.
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.