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Macroeconomics, risk and global trends reports
China economic focus July 2022: how will China finance its recovery?
China’s GDP growth slowed to 0.4% year-on-year in the second quarter. With large-scale lockdowns coming to an end in June and China relaxing its tr...
China economic focus July 2023: 5% GDP target at risk
China’s sluggish recovery in Q2 puts the 5% growth target at risk. Weak domestic and external demand for goods is behind poor industrial production...
China economic focus July 2024: takeaways from the third plenum
In the July China economic focus, we discuss the key macroeconomic and commodity market takeaways from the Third Plenum. China will focus on develo...
China economic focus June 2022: will power shortage come again?
China is recovering from the Omicron lockdowns that occurred between March and May. Avoiding power cuts in this round of recovery has become the pr...
China economic focus June 2023: local government debt at risk
China’s public debt level is at an alarming stage, with total government debt reaching 96% in 2022. The risks of a debt crisis vary across province...
China economic focus June 2024: challenges to car exports
China’s electric vehicle exports face rising trade barriers worldwide. The EU, US, Brazil and Turkey all added tariffs on EVs from China in 2023 an...
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