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Macroeconomics, risk and global trends reports
China economic focus August 2021: how will emissions trading impact the economy?
China is stepping up the pace of issuing climate change mitigation policies to meet its 2060 carbon neutrality goal. These policies include the rec...
China economic focus January 2022: what to look for this year
The Chinese economy is facing more challenges in 2022 from both internal and external markets. We’ve identified four areas to watch from the macroe...
China economic focus July 2022: how will China finance its recovery?
China’s GDP growth slowed to 0.4% year-on-year in the second quarter. With large-scale lockdowns coming to an end in June and China relaxing its tr...
China economic focus June 2022: will power shortage come again?
China is recovering from the Omicron lockdowns that occurred between March and May. Avoiding power cuts in this round of recovery has become the pr...
China economic focus March 2022: is the 5.5% GDP growth target achievable?
The Chinese government has set the country’s GDP growth target for 2022 at around 5.5%. The target surprised the market on the upside, and is also ...
China economic focus May 2022: a downside scenario
Under the ‘dynamic clearing’ policy, new Covid-19 outbreaks in H2 2022 and 2023 could further depress the Chinese economy. In May’s China Economic ...
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