Jianwei Xu

China economic database

Repository of what we consider to be the most relevant macroeconomic data for China and EU-China relations.

China's public debt dynamics

Growth without profits: how will ‘involution’ in China end?

China’s involution drives price wars and misallocation as even laggards slash prices, propping up zombie firms and stoking trade tensions

The Chinese economy: stimulus without rebalancing

China remains hesitant about rebalancing its growth model towards greater consumption

How is innovation competition exacerbating global overcapacity?

The world is moving into a period of entrenched manufacturing overcapacity, threatening deflation and stagnant growth

Zooming into the Derisking Issue: European companies operating in China: from digging in to rethinking their presence

Testimony to the European Parliament's Committee on International Trade

European companies operating in China: from digging in to rethinking their presence

EU firms in China face low profits, rising pressure and reduced expansion, prompting strategy shifts and calls for stronger EU support

Will China’s economy follow the same path as Japan’s?

Since the 2021 bursting of its real-estate bubble, worries have grown that China's future economic trajectory will mirror that of Japan in the 1990s

Is China headed for its own ‘lost decade’?

Comparing China and Japan’s economic slowdowns

To what extent can urbanisation mitigate the negative impact of population ageing in China?

Our analysis reveals that ageing accounts for only about 1 percentage point of the GDP growth rate deceleration over the past decade.

China’s M&A activity rebounds with a clear focus on Europe

Despite the pandemic, China’s interest in overseas M&A started to rebound in late 2020, with European industrial companies still of particular interes

China's targeted corporate shopping spree to continue, especially in Europe

Expect small, below the radar deals to continue to flourish and, by the same token, Europe to lose part of its edge in industrial technology and other

EU-China trade and investment relations in challenging times

In this report, we have focused on trade and investment relations and have not attempted to define the many other policy instruments that the EU can a

Stability remains key to China

The most concerning aspect for the Chinese economy will still be to hold up domestic demand. The rapidly rising household debt will put further breaks

How does China fare on the Russian market? Implications for the European Union

China’s economic ties with Russia are deepening. Meanwhile, Europe remains Russia’s largest trading partner, lender and investor. An analysis of China

China’s growing presence on the Russian market and what it means for the European Union

The European Union’s relationship with Russia is strained, but the two economies are nevertheless highly intertwined. A huge share of Russia’s exports

China’s investment in Africa: What the data really says, and the implications for Europe

China has clearly signalled to Europe that it does not shy away from involvement in Africa, historically Europe’s area of influence

The next step of the Belt and Road Initiative: Multilateralisation with Chinese characteristics

The increasingly broad objective of China's Belt and Road Initiative has attracted the attention not only from the BRI members, but also from other ma

Countries’ perceptions of China’s Belt and Road Initiative: A big data analysis

Drawing on a global database of media articles, the authors quantitatively assess perceptions of China’s Belt and Road Initiative (BRI) in different c

Goodbye deleveraging: Fiscal and monetary expansion to support growth in China

China has opted for a renewed fiscal and monetary stimulus to address the risk of the US-led trade war. The dual policies send a clear signal that ec