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.
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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.
Most of China’s provinces set 2025 GDP growth targets at 5% or above, suggesting that the national target will remain at “around 5%”.
China’s central government has been begun swapping out its internal IT systems for homegrown alternatives.
President Xi continues to push for the anti-corruption campaign to be intensified, which will likely result in more investigations in 2025.
China’s internet landscape has been undergoing a rapid transformation to one with freer competition and more open collaboration.