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    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".

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    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.

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    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.

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    March 7, 2024

    China | Understanding 2024 Government Work Report

    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.

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    June 3, 2020

    China | De-Sinicization of Global Value Chain after COVID-19

    This report identifies which industries are most vulnerable to relocate outside China after COVID-19 based on some typical global value chain indicators and empirical findings. We also gauge the impact of global value chain relocation on China's growth.

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    January 22, 2013

    Latin American Commodity Export Concentration: Is There a China Effect?

    Latin America has been experiencing a commodity exports concentration. Is the rise of China partly responsible for the increase? We ran formal regressions to explain it across countries and over time.

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