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March 5, 2021

China | Main take-aways of 2021 “Two Sessions”

The annual “two-sessions” of China, namely the National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC), commenced in Beijing on March 4th 2021 and will be last for around one week, which are always the top priority in China’s political agenda every year.

February 26, 2021

China | Corporate deleveraging campaign: from "proactive" to "passive"

Chinese authorities’ 2016-2018 corporate deleveraging campaign seems to have given way to the escalating China-US tensions and the COVID-19, however, it restarts now in a more "passive" way.

February 10, 2021

China | Understanding the interbank liquidity crunch and the policy intentions

Two important reasons could contribute to the recent interbank liquidity crunch: the PBoC’s intention to alert the recent soaring stock market, and more importantly, the temporary failure of the central bank’s calibrated liquidity operation model under the recent challenging market environment.

February 1, 2021

China | Understanding RMB exchange rate cycle

This report is trying to answer the three questions: What is the underlying logic of the ongoing RMB appreciation trend? Is the trend sustainable as the global economy normalizes? And where will the RMB exchange rate go at end-2021?

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.