Publications

Here are all of our publications listed chronologically. You can also find the publications relating to single geography under “Publications by geography” or narrow down your search using the “Advanced filter”.

Latest publications on China economic rise

China | Here comes China's Draghi moment

30 September 2024

Amid the weak economic activities in the past years, the authorities have promulgated a large size stimulus package to support growth that the market views as "China's Draghi moment" or "Chinese style QE".

Global | The Divine Trinity in the Chip Industry

5 August 2024

Those who control the most powerful, smallest, and most value-added chips will have economic, political, and military hegemony in the 21st century.

China | What do we expect for the 2024 Third Plenary Session?

8 July 2024

The once-every-five-years Third Plenary Session of 20th Central Committee of Chinese Communist Party (CCP) always has a potential to become a milestone moment in China’s history.

China | Understanding 2024 Government Work Report

7 March 2024

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.

China | De-Sinicization of Global Value Chain after COVID-19

3 June 2020

This report identifies which industries are most vulnerable to relocate outside China after COVID-19 based on some typical global value chain indicators and empirical findings. We also gauge the impact of global value chain relocation on China's growth.

Latin American Commodity Export Concentration: Is There a China Effect?

22 January 2013

Latin America has been experiencing a commodity exports concentration. Is the rise of China partly responsible for the increase? We ran formal regressions to explain it across countries and over time.

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