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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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