Tag
China economy
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.
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
By Jennifer Lee
China watchers should temper their expectations and anticipate incremental changes building off of existing policy rather than deep reform.
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 Sets the Stage for the Third Plenum by Unveiling Financial Reforms and Monetary Policy Direction
By Lizzi C. Lee
At the Lujiazui Forum, China’s central bank chief hinted at an expanded monetary policy toolkit, while the CSRC chair emphasized support for “hard tech” and the fostering of patient capital.
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