Tag
China economic policy
Why Do China Bulls Keep Getting It Wrong?
By Donald Low
Viewing the Chinese government through a prism of exceptionalism makes it hard for China bulls to imagine that the authorities might be unpredictable, capricious, and often wrong.
From COVID-19 to Economic Stimulus: Why China Is Prone to Sudden Policy U-Turns
By Donald Low
While not as dramatic as China’s abandonment of the zero-COVID policy in late 2022, the underlying reasons for the surprising turn in economic policy are quite similar.
China’s Market Frenzy: Will the Euphoria Last or Fade Fast?
By Lizzi C. Lee
Beijing's policy pivots fueled a historic stock surge. Can this rally transform into a sustainable bull run, or will deep-rooted economic challenges cut it short?
The Boomerang Effect of Beijing’s Economic Censorship
By Yaqiu Wang
By suppressing negative content, the regime could blind itself to China’s economic reality and motivate citizens to seek out uncensored information.
Having It Both Ways: Third Plenum Promises Reforms and Doubles Down On Xi’s Grand Vision
By Katja Drinhausen, Max J. Zenglein, and Rebecca Arcesati
The key meeting of the CCP’s Central Committee strengthened Xi and will likely disappoint citizens and the private sector.
Crucial July Politburo Meeting Conveys Rare Sense of Urgency for China’s Leaders
By Lizzi C. Lee
The CCP leadership pledged to prioritize domestic consumption and demand, but markets remain skeptical.
China’s Third Plenum Offers Little Hope for a Flagging Economy
By Donald Low
The Third Plenum outcome suggests a mismatch between what the Chinese economy needs to recover quickly and what policymakers are prepared to deliver.
Misreading China’s Third Plenum
By Lizzi C. Lee
Initial reactions miss the point of the communique. It is not designed to deliver instant solutions but to outline a comprehensive strategy.
China’s Third Plenum Embraces a ‘New Development Philosophy’
By Shannon Tiezzi
The long-awaited economic-focused meeting of the CCP’s governing body emphasized Beijing’s commitment to growth centered on technology – and CCP control.
Sara Hsu on China’s Economic Policy Under Xi Jinping
By Shannon Tiezzi
Under Xi, China’s economic approach “has been and is likely to be state-led innovation and development.”
China’s Big Fund 3.0: Xi’s Boldest Gamble Yet for Chip Supremacy
By Lizzi C. Lee
The third phase of Beijing’s semiconductor policy aims to learn from past mistakes. As stakes rise, can Xi Jinping secure China’s tech future and cement his political-economic legacy?
China’s Two Sessions Announces a 5 Percent Growth Target and 1 Trillion Yuan National Bond
By Nick Carraway
China’s main goals this year are stability, the development of critical sectors, and stimulating the economy.
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