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We summarize China’s Balance of Payments situation in 2023 post-pandemic time and compare it with the pandemic time; we also predict its trend in 2024.

Asian currencies accelerated their depreciating trend recently. This report aims to understand this phenomenon and assess the associated risks.

Bank performance in 2023 was affected by a lackluster macro environment, primarily due to the downturn in the property market. Bank's housing sector exposure declining, but risks from local government financial vehicles remain concerning.

We summarized the recent Chinese economic development as well as policy outlook in 2024. We also highlight the March 2024 "Two sessions".

We summarized and highlighted the main takeaways of Premier Li Qiang's 2024 Government Work Report which was presented in the "two sessions" in March 2024.

We summarize our expectations of 2024 March "two sessions", including the plan of "Chinese style modernization", 2024 growth and other economic targets, stimulus package and tackling long-term risks.

The PBoC unexpectedly cut the 5-year loan prime rate by the largest amount today while maintaining the one-year loan prime rate which is deemed to be the policy rate unchanged.

Despite high interest rates and geopolitics curbing economic activity, the reduction in coal consumption and the increasing penetration of renewables, CO2 emissions slightly increased in 2023 (0.1%), pushing the World closer to surpassing the 1…

2023 GDP growth concluded at 5.2%, in line with expectation and higher than 3% in 2022. We provide growth and policy outlook of China in 2024.

We discuss important issues on the recent FDI drop: how serious is it? Is the ongoing FDI drop structural or cyclical? Should China need FDI as much as before? How should Chinese government lure the FDI back and guide them in high-end manufactu…

China’s 2023 Q3 economic activities are better-than-expected and stronger than Q2 outturns amid policy support, showing some bottomed-out signals after Q2’s dipping.

We analyze the recent progress of RMB internationalization in BBVA footprint countries including Spain, Türkiye, Argentina, Colombia, Peru, Mexico, Venezuela and Brazil.