China Insights provides you with actionable analysis about market- and industry-moving policy developments in the world’s second largest economy.
Delivered monthly by our lead China analyst, Jens Presthus, the note provides:
- Short, succinct and engaging analysis that cuts through market noise – focusing on the developments that really matter.
- Analysis that not just outline the content of new policies – be it industrial, monetary, technology or trade policy – but also explain what they mean for both Chinese and foreign corporates, investors and organisations.
- The occasional critical take on media-friendly policy announcements, explaining which ones that matter and which ones that don’t.
China’s trade surplus widened to almost $100 bn in June, a new record.
The Chinese consumer does not believe that the worst is over, prioritising food and energy over cars and smartphones.
Reunification with Taiwan is a key element of President Xi Jinping’s “rejuvenation of the Chinese nation”.
2022 has been a challenging year for Beijing.
Protecting national security and meeting basic energy and food needs took centre stage at this year’s annual meeting of the National People’s Congress.
As the pandemic rebound fades and the economic outlook worsen, policymakers in Beijing are debating how to make sure growth does not fall below 5%.
Why the state’s role in China’s economy is rapidly increasing.