Business Research & Insights

China identifies its domestic problems, but can it effectively address them?

China keeps growth target unchanged and rolls out a consumption plan, but will it actually be delivered?

Are China’s bond yields a flashing warning light around the future?

Economic planners flag more stimulus in the pipeline, but there may be a wait on the details

No “bazooka”, not even real stimulus

Fiscal stimulus likely too late to boost 2024 growth, but may add some upside to 2025 forecasts

No signs of change in July as policy emphasises supply, domestic demand is subdued

More of the same: Third Plenum shows little appetite for needed reform in China

China’s growth slowed in Q2, with domestic demand remaining constrained and manufacturers relying on exports

Indonesia may mark a turning point for EM trade policies with China

How will China respond to the European tariffs on its electric vehicle exports?

China steps up support for the property sector – but will it be effective?