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    BBVA Research Publications

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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".

    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.

    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.

    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.

    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.