Exports and industrial activities outperformed again, while retail sales slowed in June; the housing market and deflation continue to be the biggest issues.
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.
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.
Nvidia’s H20 chips are available for sale in China again; CEO Jensen Huang has been highly active in engaging with leaders in both the US and China this year.
Webinar: DeepSeek and the Rise of China’s Tech Stocks
Chen Long and He Shujing discuss the rapid rise of DeepSeek and its implications for the capital markets, as well as Xi's symposium with entrepreneurs.
Webinar: The Early Days of a Second US-China Trade War
Chen Long and Bo Zhengyuan discuss the recent tit-for-tat tariffs between the US and China, China's new counter-offensive tools, and how the trade war might escalate from here.
