March 18, 2026
China’s economic recovery is moving at two speeds. New sectors are expanding rapidly but remain relatively small and concentrated, while traditional sectors continue to face headwinds. How can China narrow…
March 3, 2026
This note finds that Chinese firms have responded to the 2025 U.S. tariffs, ongoing restrictions, and broader trade tensions through a combination of risk-sharing, internationalization, and localization strategies.
February 16, 2026
China’s growth trajectory for years to come will hinge on how effectively policymakers can sustain the momentum of faster-growing sectors such as EVs while addressing the structural drag from traditional growth engines like real estate.
February 10, 2026
China’s GDP growth is projected at 5.0 percent in 2025 and 4.6 percent in 2026, with headline inflation remaining flat in 2025 and edging up to 0.4 percent in 2026.
January 16, 2026
This analytical note aims to analyze the underlying causes of the real estate downturn in China and assess the likely timing of recovery across different tiers.
November 4, 2025
October 16, 2025
The Chinese economy is expected to grow at 4.8 percent in 2025 and 4.4 percent in 2026.
August 27, 2025
A property downturn, demographic shifts, and global uncertainty are testing China's resilience. How can China can balance near-term growth with long-term resilience? Read the blog.
August 14, 2025
A confluence of structural shifts has sparked fresh debate over how fiscal policy should be recalibrated to support near-term growth while fostering long-term resilience.
August 4, 2025
China’s banking system remains relatively solid due to stricter regulations.
