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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.

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    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.

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    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.

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    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?

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    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.

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    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.

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    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.

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    December 14, 2020

    China | Understanding policy signals of the December CPC Politburo meeting

    The meeting of the Political Bureau of the Communist Party of China Central Committee presided by President Xi concluded on December 11, 2020, emphasizing the recent economic policy focus and pointing the direction of the next year’s policy stance.

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