Tag
China economy
Changing Cadre Incentives: The Untold Story of China’s Economic Challenge
By Zhuoran Li
Changes in the local cadre incentive structure are a crucial yet often overlooked factor in the performance of the Chinese economy.
Listening to China’s Economic Whisperers
By Qiqin Sun and Lizzi C. Lee
The voices shaping economic strategy extend beyond the Communist Party’s inner circle to include a select “brain trust” of prominent economists.
Is China Ready for the Trump Trade War 2.0?
By Yan Liang
If China is able to seize the opportunity to revitalize its domestic economy and invigorate the multilateral system, Trump’s trade war 2.0 could end up a strategic gift to Beijing.
China Unveils $1.7 Trillion Package to Address Mounting Local Debt Woes
By Lizzi C. Lee
Despite comprehensive plans, market skepticism persists amid limited consumer stimulus and lingering long-term fiscal challenges.
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.
A Growing Sense of Urgency: Is This Beijing’s Economic Reckoning?
By Lizzi C. Lee
Liquidity isn’t enough – China needs fiscal action and structural overhaul for a sustainable recovery.
A New ‘Band-Aid’ for China’s Property Market: Can It Stop the Bleeding?
By Lizzi C. Lee
Will Beijing's new focus on finished homes and financial lifelines for developers bring stability, or are these just temporary fixes to a deeper crisis?
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: Political Control Drives Economic Reforms
By Mercy A. Kuo
Insights from Benjamin Tsai.
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.
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.
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