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December 10, 2024
The report examines China’s potential responses to the new wave of U.S. tariffs under President Trump’s second term (Trump 2.0). It highlights various policy tools that China could use but also acknowledges the significant limitations posed by its ongoing domestic economic challenges.
June 27, 2024
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.
June 18, 2024
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.
June 13, 2024
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 monetary policy coordination to stimulate growth.
April 11, 2024
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.
