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    October 4, 2021

    China | Unmask the veil of today’s China

    We analyze and explain China's recent main policy initiatives and the possible misunderstandings among global investors. We also evaluate their implications on the growth outlook.

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    September 30, 2021

    China | What’s behind the recent electricity crunch?

    All eyes on China's electricity crunch. We analyze the reasons, the authorities' possible actions and economic impact of the recent power shortage.

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    September 24, 2021

    China | To bail or not to bail? Understanding the logic behind Chinese-style deleveraging

    With the economic recovery becoming entrenched in the aftermath of the Covid-19 pandemic, China’s authorities shifted their focus to containing the overall leverage. This report focuses on the latest development of firms’ default to understand the logics behind the authorities’ decision to selectively extend their support.

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    September 24, 2021

    China | Will the fall of Evergrande lead to a systematic breakdown?

    We display the recent Evergrande crisis, discuss the possibility of default and the possible reactions by the authorities. We also conclude it will not lead to a systematic risk to the whole economy.

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    September 15, 2021

    China | Worse-than-expected growth exposed the vulnerability of anti-virus strategy

    The August real economic indicators further confirmed a continuing deceleration growth amid the recent regulation storms as well as the Delta variant virus flare-ups in mainland China as industrial production, retail sales and fixed asset investment all tumbled.

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    August 20, 2021

    China | Understanding the recent hot topics on Chinese economy and financial markets

    The report is trying to help to understand the recent important hot topics on Chinese economy and financial markets, including the ongoing regulatory storms, the crucial transformation of China’s industrial policy, the monetary policy independency and the ultimate goal of China’s financial liberalization reform.

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    August 16, 2021

    China | Regulatory storms, Delta variant flare-ups and growth deceleration

    The July real economic indicators further confirmed a continuing moderated growth momentum amid the recent regulation storms as well as the Delta variant virus flare-ups in mainland China.

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    July 20, 2021

    China Economic Outlook. Third Quarter 2021

    Q2 growth momentum moderated but with a more balanced structure. 2H 2021 policy will remain neutral but accommodative with "no sharp turnaround" to be either aggressive easing or tightening.

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