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At Close: Jul 31, 2026
China Could Derail Japan's Fragile Recovery
07:50pm, Monday, 09'th Oct 2023
The IMF, the World Bank, and the United Nations all rank China and Japan as the second and third largest economies on the planet. More of what is occurring in the markets should reflect what is happen
How China Is Dodging The Doom Loop
06:15am, Saturday, 07'th Oct 2023
While China's economy is still struggling, it is at least not getting incrementally worse and there are some pockets of improvement. Exports continue to decline in year-on-year terms, but the rates of
China's Growth Is Slowing: What Does It Mean?
05:40am, Saturday, 23'rd Sep 2023
While slower growth in China will impact the global economy and financial markets, we think the short-term pain is necessary to avoid bigger problems down the road. China's economy is in the early sta
Is China Economic Weakness Putting A Ceiling On Commodity Prices?
12:22pm, Thursday, 17'th Aug 2023
China's economy has not met post-lockdown growth expectations. That slowdown has had a mixed impact on commodities demand.
Will China's Efforts To Boost Its Struggling Economy Pay Off?
08:44pm, Tuesday, 20'th Jun 2023
China's central bank tries new stimulus efforts to boost slowing growth. Why unemployment is proving to be key to China's economic troubles.
What's Next For China As Its Economic Recovery Falters
02:21pm, Monday, 29'th May 2023
What does the impact of strained relations between China and the West mean for global trade? Why China's recovery is starting to falter.
3 Under-the-Radar Battery Tech Innovations to Invest in Now
05:45pm, Wednesday, 26'th Apr 2023
By now, many of you have heard of President Biden's EV Acceleration Challenge. That's the initiative's name, with a goal of 50% of all new vehicle sales being electric by 2030.
Mainland China's Resurgent Service Sector Growth And Near-Record Confidence Fuel Economy Hopes For 2023
12:03pm, Saturday, 04'th Feb 2023
As hoped, looser COVID-19 restrictions have boosted service sector activity in mainland China, adding to hopes that resurgent economic growth will be seen in early 2023 and fueling speculation of dimi
China: Reopening Should Drive Growth
05:44am, Saturday, 21'st Jan 2023
The policy update doesn't contradict the broader goals for Common Prosperity; the priorities have been reset and focuses rebalanced to tilt toward managing risk while reviving growth. I do not foresee
China: Timing Of Recovery Is A Big Question Mark
09:05am, Tuesday, 10'th Jan 2023
China has drastically eased its Covid-19 measures. Both domestic mobility and international traffic should increase in 2023.
China's Economy: Don't Get Your Hopes Up Just Yet
01:54pm, Wednesday, 04'th Jan 2023
Most global economists feel that any recovery in China could be more U-shaped than V-shaped. The 2022 Chinese economy can best be described as a spluttering car engine.
Continuity And Concrete Direction: Takeaways From China's 20th Party Congress
01:10pm, Thursday, 03'rd Nov 2022
Last month's 20th National Congress of the Chinese Communist Party was the country's most significant political event this year. As we expected, President Xi's report to the Congress mainly focused on
China After The National Party Congress: 3 Challenges Facing The Country
02:46pm, Wednesday, 02'nd Nov 2022
It appears to us that there is less potential for support for the country's embattled housing sector in the near term. While there had already been restrictions on the export of high-end chips to Chin
China Still Investible--If You Know Where To Look
08:24am, Saturday, 29'th Oct 2022
Our main takeaway from China's 20th Party Congress is the emphasis on security, implying further self-sufficiency—and potential investment opportunity—in the food, energy and technology sectors. A
China: 5 Questions
08:12am, Saturday, 29'th Oct 2022
China is taking measures to support its property market, so declines are likely to ease—and even if they don't, we're not looking at a subprime crisis. A proactive Chinese invasion of Taiwan is a lo
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