The market misunderstood Beijing’s goals for SOE reform and urban-rural development from the get-go.
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Local governments are cutting incomes for civil servants and shutting down public services to save costs.
The upcoming election in Taiwan is a three-way contest; for now, the incumbent DPP is in the lead.
China has lowered its market entry barriers, but slowing growth and rising risks have also made it less attractive to investors.
Beijing followed through on its financial reform promises of 2013, but the results failed to make the system significantly more market-driven or efficient.
This note is the first in a four-part series in which we will review China’s reform progress of the past decade and attempt to explain the market’s discontent.
The Politburo acknowledged at its Monday meeting that the economy is facing difficulties and pledged to offer more support.
Macron and von de Leyen’s China visits suggest that Europe remains committed to engaging China despite various differences.
A Chinese balloon flying over the US has intensified US-China tensions, paving ways for more restrictions on Chinese companies.
Manufacturing and construction firms may face structural labor shortages due to reliance on migrant workers who are retiring and increasingly travel-averse.