Featured Notes
China’s Bond Bull Run May Be Over
Market interest rates have gone up despite a supposed loosening of monetary policy, and the PBOC has stopped buying bonds; sentiment has improved.
A New Powerhouse in Industrial Robotics
China has continued to consolidate its role as the world’s top industrial robot market and production powerhouse.
Recent Highlights
Shifts in US-China Trade Since Trump 1.0
Changes in the US-China trade portfolio between 2017 and 2024 highlight the shifting of some US supply chains away from China.
Private Entrepreneurs Get an Audience
Chinese leaders held the most high-profile meeting with private businessmen since 2018 to show support for the private sector.
More Spending and a Spotlight on Tech
The content of this year’s government work report was largely in line with expectations heading into the meeting.