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    Stimulus

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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.

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    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.

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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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    September 15, 2023

    China | Has the worst already passed?

    There are some positive signals in August activity indicators, suggesting the economy might have passed the worst amid a series of recent policy support.

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    July 26, 2023

    China | Understanding 2023 July Politburo meeting

    The 2023 July Politburo meeting analyzed the economic situation and pointed out the policy direction in the short and long term.

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    May 26, 2022

    China | New stimulus package not enough to ensure a 5.5% growth target in 2022

    Chinese authorities not only prioritized economic growth in 2022 but also promulgated a series of stimulus measures in monetary and fiscal perspectives with actions.

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