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    January 21, 2022

    China Economic Outlook. First Quarter 2022

    Growth has continued its downward trend in Q4 2021. China’s unsynchronized business cycle and inflation cycle call for an unsynchronized policy cycle.

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    January 17, 2022

    China | Unsynchronized business cycle calls for unsynchronized policy cycle

    2021 Q4 GDP outturn together with December real economic indicators again confirmed the growth slowdown, calling for more easing measures in 2022.

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    December 8, 2021

    China | Striving to win the battle against climate change

    The COP26 finally took place in Glasgow. This report analyses why China's pledge is so important to the world’s ongoing campaign against climate. It also summarizes a number of challenges China faced and stock-takes policy levers which can help the country to achieve its ambitious carbon neutrality target.

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    November 30, 2021

    China | Real estate sector needs a soft-landing

    We analyze the ongoing real estate sector crackdown measures and the reasons behind. We investigate the impact of housing price deceleration on banking, government, enterprises and the household sector and conclude that real estate sector needs a soft-landing in 2022.

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    November 17, 2021

    China | Lehman Moment or Volcker Moment?

    Economic slowdown will continue as the authorities are willing to sacrifice short-term growth figures to trade for long-term social equality and carbon neutrality, but it will not turn into either Lehman or Volcker Moment.

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    November 15, 2021

    China | Understanding China's new growth model

    We analyze and clarify the market misperceptions on the "three pillars" of China's new growth model: common prosperity, self-sufficient technology under "dual circulation" strategy and carbon neutrality. We also identify winners and losers of the sectors under the new policy paradigm.

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    October 21, 2021

    China Economic Outlook. Fourth Quarter 2021

    Growth has slowed down in Q3 amid a number of headwinds, including regulatory storms, default risk of real estate giant, the electricity crunch and the authorities’ new campaign of “common prosperity” and social equality.

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    October 18, 2021

    China | Growth slowdown in Q3 calls for more easing measures

    The Q3 GDP outturn together with September real economic indicators further confirmed a continuing moderated year on year growth momentum. The authorities are aware of the growth deceleration and will strike a balance between stimulating growth and pressing ahead structural reforms going forward.

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