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    BBVA Research Publications

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    February 4, 2025

    China | What could go wrong with China’s new stimulus package?

    In this paper, we analyze what could go wrong in implementing the current jumbo size stimulus package to the Chinese economy and how to avoid these traps.

    January 22, 2025

    China | China-US rate gap is set to last longer amid FED “recalibration”

    Diverging monetary policy between China and the US remains after Trump’s victory, leading to a longer time China-US policy rate reversion.

    November 29, 2024

    China Economic Outlook. November 2024

    Chinese authorities have promulgated a large size stimulus package to support domestic growth, amid Trump's win in the US presidential election.

    October 2, 2024

    China Economic Outlook. October 2024

    The Chinese economy is experiencing structural rebalancing amid deep real estate adjustment. Due to the large-scale stimulus package, we believe the economy will bottom out in the near future.

    September 30, 2024

    China | Here comes China's Draghi moment

    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".

    August 5, 2024

    Global | The Divine Trinity in the Chip Industry

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

    July 8, 2024

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

    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.