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Macroeconomics, risk and global trends reports
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-...
China's 14th five-year plan: a new growth model
On 11 March, China’s National People’s Congress approved the 14th Five-Year Plan (FYP) for Economic and Social Development and Long-Range Objective...
China economic focus April 2022: Covid lockdowns weigh on growth
China’s GDP is expected to slow further to 4.4% year-on-year in Q2 from 4.8% in Q1. Covid lockdowns across China in March and April have brought si...
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 January 2023: reopening and recovery
We expect China’s GDP to grow by 5.5% in 2023, supported by an earlier-than-expected reopening. Consumption will be the first to rebound, followed ...
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