Comment
03 January 2023
Don’t expect Asia to save the global economy in 2023
Southeast Asian economies, as well as India, are expected to decelerate, which will blur the positive impact of China’s reopening.
Comment
03 January 2023
Southeast Asian economies, as well as India, are expected to decelerate, which will blur the positive impact of China’s reopening.
Comment
01 December 2022
Any convergence with the U.S. economy will not continue for long.
Comment
29 November 2022
Demonstrations show how the country is struggling to deal with Covid and an easing of lockdowns.
Comment
25 November 2022
Beijing's bandwidth to deliver is shrinking as its economic performance wanes.
Policy brief
18 November 2022
This paper explores China's quest to become a domestic-demand-driven economy, and the lessons that can be learnt from its quest for self reliance.
Comment
16 November 2022
The meet did not seem to offer solutions to the two most pressing problems for the international order.
Blog post
19 October 2022
The drop in the previous private-sector advance should not be viewed as the start of a new trend of continuous decline, at least not yet.
Comment
19 October 2022
The two key objectives are targeted self-reliance and national security
Blog post
17 October 2022
The proposed European Chips Act over-emphasises semiconductor production subsidies, focusing too little on increasing value-added in research.
Comment
17 October 2022
The Chips Act is the first, and an imperfect, step towards a long-term strategy that still needs to be designed.
Comment
17 October 2022
The demise of China’s real estate sector, pushed by developer defaults and mortgage boycotts, is a major risk for the Chinese economy.
Blog post
05 October 2022
The model of increasing economic interdependence between the West and the emerging world was built on assumptions that no longer hold.
Comment
29 September 2022
Beijing cannot count on economic growth or fiscal space to tide through crisis
Blog post
27 September 2022
Even though most large Chinese SOEs are not listed, they generate most of their revenue from their listed subsidiaries.
Comment
11 September 2022
Blog post
18 July 2022
Despite high prices, China’s substantial spare oil refining capacity remains restricted.