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January 19, 2021

China Economic Outlook. First quarter 2021

Vaccination, accommodative monetary policy with "no sharp turnaround", possible alleviation of China-US tension under Biden’s presidency and deflationary environment give Chinese authorities a chance for a short respite in 2021.

January 18, 2021

Now Asia is the region with the largest market in the world, surpassing North America

RCEP is a trade agreement between countries in Asia and Oceania, which forms the largest trading bloc in the world measured by its population, GDP and amount of international trade. The treaty was signed on November 15, but the ratification of each of the member countries is still pending.

December 31, 2020

China | EU-China Comprehensive Agreement on Investment: a game-changer to superpower game

EU and China announced the accomplishment of a long-awaited EU-China Comprehensive Agreement on Investment (EU-China CAI) on December 30 2020, in a move to open up more investment opportunities between the two economies.

December 22, 2020

China | 2021 Outlook: Better settle in for a respite

Better settle in after a long haul. After experiencing over-deleveraging and economic slowdown in 2017, China-US trade war since 2018, 2019 African Swine Flu and this year’s most unprecedented coronavirus pandemic flare-up and the arduous work of containing it, Chinese economy might have a previous respite in 2021.

December 14, 2020

China | Understanding policy signals of the December CPC Politburo meeting

The meeting of the Political Bureau of the Communist Party of China Central Committee presided by President Xi concluded on December 11, 2020, emphasizing the recent economic policy focus and pointing the direction of the next year’s policy stance.

December 2, 2020

China | What will be the monetary policy stance in 2021?

We prefer to support the argument that a neutral, prudent but accommodative monetary policy will be the main monetary policy stance in 2021, while the authorities will postpone the beginning of a real tightening cycle and “proactive deleveraging” to a later stage.

November 30, 2020

China banking monitor

Asset quality deteriorated as a slowing economy continues to weigh on lenders. Banks' profits are suffering pressure on narrowing net interest margin, lower pricing capability, and rising provisions. Although the interconnectedness between banking and the shadow banking system has increased, the room for upside is limited.

November 23, 2020

China | What is the implication of RCEP to Chinese and regional economy?

The RCEP is indeed a milestone for regional economic integration and post-pandemic economic recovery for member countries. In addition, it will strengthen the supply chain synchronization among the regional members that has been disrupted by the recent COVID-19 pandemic and China-US decoupling.