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The EU Commission has recently announced the imposition of additional duties on Chinese EV imports. By examining the evolving landscape of China's EV exports and analyzing the impact of the newly imposed tariffs, the report aims to provide a comprehensive understanding of the future trajectory of China's overseas EV sales.
China’s 2024 May economic activity indicators continue to display an unbalanced economic structure with strong supply and weak demand, although retail sales mildly picked up.
The historically large China-US rate reversion triggered corporations to finance their businesses in RMB due to its lower funding costs compared to USD, which had been the historical norm for corporate financing.
We summarize the recent development of the Chinese economy and highlight the unbalanced economic structure. Risks include the housing market, geopolitics, deflation and unbalanced economic structure. We also analyze the ongoing fiscal and monet…
We summarize China’s Balance of Payments situation in 2023 post-pandemic time and compare it with the pandemic time; we also predict its trend in 2024.
Asian currencies accelerated their depreciating trend recently. This report aims to understand this phenomenon and assess the associated risks.
Bank performance in 2023 was affected by a lackluster macro environment, primarily due to the downturn in the property market. Bank's housing sector exposure declining, but risks from local government financial vehicles remain concerning.
We summarized the recent Chinese economic development as well as policy outlook in 2024. We also highlight the March 2024 "Two sessions".
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.
We summarize our expectations of 2024 March "two sessions", including the plan of "Chinese style modernization", 2024 growth and other economic targets, stimulus package and tackling long-term risks.
The PBoC unexpectedly cut the 5-year loan prime rate by the largest amount today while maintaining the one-year loan prime rate which is deemed to be the policy rate unchanged.
Despite high interest rates and geopolitics curbing economic activity, the reduction in coal consumption and the increasing penetration of renewables, CO2 emissions slightly increased in 2023 (0.1%), pushing the World closer to surpassing the 1.5°C warming threshold before 2030.
