President Xi’s inspection trips in the past 18 months included fewer meetings with individual companies.
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In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
The 15th FYP will largely cover what are existing policy focuses; manufacturing and technological self-reliance are top priorities.
Top leaders’ calls to end China’s price wars have prompted government and industry discussions on new rules.
The July Politburo meeting readout did not prioritize supply-side policies as much as some had hoped, and it implied there will be less demand-side support.
China’s leaders have signaled dissatisfaction with extreme competition in some sectors, and the market expects some measures to be taken.
China’s relationship with Iran is focused on crude oil above all; claims of close ties are mostly exaggerated.
The Party’s anti-corruption campaign continues to accelerate, with several high-profile investigations recently launched.
The dizzying escalation and de-escalation of tariffs has made Chinese companies’ decisions around offshoring production much more complicated.
The GDP target is unchanged from last year, while the projected aggregate deficit will be 10% of GDP, the largest since 2020.