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Regional Analysis China

Regional Analysis China latest publications

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.

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.

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.

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.

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.

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.

August 10, 2021

Asia | Battling against climate change: what role can central banks play?

Asia is at the frontier of battling against climate change while the central banks have already had a series of initiatives to link monetary policy to climate change risks.

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.