China’s real GDP grew 5% in 2024 thanks to a pickup in Q4, but earnings growth in most sectors was barely above zero.
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President Xi continues to push for the anti-corruption campaign to be intensified, which will likely result in more investigations in 2025.
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.
The second Trump administration is likely to deploy tools beyond Section 301 tariffs to expedite its trade war 2.0.
Apple underperformed both the overall market and the premium segment in 2024 after gaining market share in China for the past five years.
Chinese equity markets fell sharply in the first trading day of 2025, after double-digit returns in 2024 ended a multi-year losing streak.
New home sales showed positive growth for the first time since 2021, but retail sales growth slowed much more than expected.
China responded to the latest US measures with its own mineral export controls and opened an antitrust case against Nvidia.
China’s AI companies are under immense financial pressure due to limited funding and rising computational costs.