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...

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...

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. At th...

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 low-...

While high inflation is seen almost everywhere, the Chinese central bank, PBoC is more anxious about meeting the economic growth target. Year to date, it has been keeping policies supportive by cuttin...

The basic power division in China is between the Party and the state apparatus. The most interesting personnel changes will be those affecting members of the Politburo Standing Committee.

China faced significant setbacks in Q2 2022 as a surge in Omicron cases brought Shanghai into approximately a two-month lockdown. The convergence of headwinds in 2022 is prompting Beijing to maintain ...

The manufacturing sector continues to be plagued by supply chain problems while demand is weakening. A post-pandemic reshuffle is in the making, with demand weakening and supply becoming less disrupte...

Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with inflation, energy security, and rising recession ris...

Chinese economy may do modestly better in the second half of 2022. Longer term, the primary headwind for the Chinese economy lies in demographic patterns.