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Macroeconomics, risk and global trends reports
China economic focus May 2023: a recovery without inflation
China’s inflation will remain low in 2023 as the country is facing an oversupply amid its economic recovery. The Chinese government has directed mu...
China economic focus November 2021: potential disruption ahead
We forecast the Chinese economy to slow down from 8.1% GDP growth in 2021 to 5.4% in 2022. A few disruptions to economic activity will contribute t...
China economic focus November 2022: removing the two obstacles to growth
Covid restrictions and a recession in the property sector are the two biggest obstacles to China achieving GDP growth above 5% next year. However, ...
China economic focus October 2022: a bumpy road ahead for the economy
The recovery of the Chinese economy will be slower than expected for the remainder of 2022 and the first half of 2023. Domestic demand is depressed...
China economic focus September 2021: default risk rocks property market
China’s property market is experiencing default risks, originating from a financial crisis at leading property developer China Evergrande. The situ...
China’s new ‘cap and trade’ EV policy: putting sustainability before stimulation
China’s EV market continues to gain momentum, and all previous supportive policies have proved effective. But the market is still dominated by low-...
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