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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.
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.
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.

MARKETS AND FINANCE

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.
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.
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.

US-CHINA

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.
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.
Markets and FinancePlenum NotesU.S.-China
August 29, 2022

Assessing the US-China Audit Deal

The two sides appear to have different understandings of how the papers will be accessed, as well as the role of Chinese regulators in the inspection process.

POLITICS AND POLICY

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.
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.
Plenum NotesPolitics and Policy
December 7, 2022

Taiwan: A Primer, Part 1

This is the first instalment in a series of notes designed to provide an overview of the geography, society, politics, history, and international relations of Taiwan.

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