Tag

China economy

Is China Ready for the Trump Trade War 2.0?

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

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?

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

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?

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.

What’s Driving Taiwan’s Mass Protests?
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What’s Driving Taiwan’s Mass Protests?

A New ‘Band-Aid’ for China’s Property Market: Can It Stop the Bleeding?

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

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

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

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’

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.

China’s Economy Slowed Last Quarter as Weak Consumer Demand Dragged on Growth

China’s Economy Slowed Last Quarter as Weak Consumer Demand Dragged on Growth

By Elaine Kurtenbach
The second quarter’s 4.7 percent growth was far below the 5.3 percent pace seen in the first quarter of 2024.
China’s Third Plenum Shines Light on Center-Local Fiscal Challenges

China’s Third Plenum Shines Light on Center-Local Fiscal Challenges

By Jennifer Lee
China watchers should temper their expectations and anticipate incremental changes building off of existing policy rather than deep reform. 

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