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COVID-19

COVID-19Markets and FinancePlenum Notes
January 30, 2023

Quarterly Chartbook: China Towards Normalization

While consumption held back growth in 2022, it promises to be a key driver in 2023, as households shift to spending more due to the normalization of daily life after zero-Covid.
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COVID-19Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
January 3, 2023

Top Questions for China in 2023

We address some major questions for China in 2023, including China’s Covid transition, economic recovery, the new head of government, and the outlook for US-China relations.
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COVID-19Markets and FinancePlenum Notes
July 13, 2022

The “Dynamic” in Dynamic Zero-Covid

China loosened several Covid restrictions last month, including cutting the inbound quarantine period to “7+3”, to boost the economy.
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MARKETS AND FINANCE

Markets and FinancePlenum Notes
May 29, 2023

What’s Next for China’s NEVs?

Supportive policies are back amid Beijing’s concerns about growth; past experiences suggest they could help put NEV sales over 9mn this year.
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Markets and FinancePlenum Notes
May 23, 2023

After the Reopen Trade Fades

Chinese assets have all returned to their levels at the beginning of 2023 and the market is eager for more policy supports by Beijing.
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Markets and FinancePlenum Notes
May 15, 2023

Slowing Momentum Requires More Support

China’s growth momentum slowed in April, with the housing market being the biggest drag through souring sales and construction.
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US-CHINA

Plenum NotesU.S.-China
March 27, 2023

The Trials of TikTok

China has declared its jurisdiction over TikTok and firmly opposes a forced sale, the preferred solution in the US.
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Plenum NotesPolitics and PolicyU.S.-China
February 6, 2023

A Chilling Start for US-China Ties in 2023

A Chinese balloon flying over the US has intensified US-China tensions, paving ways for more restrictions on Chinese companies.
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Plenum NotesU.S.-China
January 5, 2023

Taking Stock of US-China Relations

Any meaningful improvement in US-China relations remains challenging. Congress will continue launching policy attacks on China and more selective de-coupling will take place.
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POLITICS AND POLICY

Plenum NotesPolitics and Policy
April 11, 2023

Europe and China Continue Engagement

Macron and von de Leyen’s China visits suggest that Europe remains committed to engaging China despite various differences.
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Plenum NotesPolitics and PolicyU.S.-China
February 6, 2023

A Chilling Start for US-China Ties in 2023

A Chinese balloon flying over the US has intensified US-China tensions, paving ways for more restrictions on Chinese companies.
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Markets and FinancePlenum NotesPolitics and Policy
January 9, 2023

Upcoming Trends in China’s Labor Market

Manufacturing and construction firms may face structural labor shortages due to reliance on migrant workers who are retiring and increasingly travel-averse.
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