Domestic demand continued to be a big drag in July, and retail sales and investment were both underwhelming.
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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.
Likely picks in a second Trump term would reignite the trade war and push for a more aggressive political approach with China.
The PBOC has cut a short-term policy rate for the first time in nearly a year, but it also still wants to encourage banks to sell long bonds.
China’s GDP growth slowed in both real and nominal terms in Q2, and the GDP deflator has been negative for five straight quarters.