The US-China trade war 2.0: March update Asia PacificGlobalNorth AmericaThe Lens The US-China trade war 2.0: March update According to our scenarios, there is an 80% chance of further tariff hikes on China…Thomas ZhangMarch 12, 2025
China’s trade-in policy is unlikely to substantially boost demand Asia PacificThe Lens China’s trade-in policy is unlikely to substantially boost demand The details of China’s plan to promote trade-ins of automobiles, consumer durables, and industrial equipment…Thomas ZhangJune 27, 2024
China’s Third Plenum should bring stabilization Asia PacificThe Lens China’s Third Plenum should bring stabilization Policies are likely to focus on major economic issues that are well understood Multinationals can…Thomas ZhangMay 16, 2024
Some multinationals are doubling down in China Asia Pacific Some multinationals are doubling down in China This piece was originally published as "Despite the ‘De-risking’ Buzz, Some Multinationals Are Doubling Down…Thomas ZhangMay 7, 2024
China’s manufacturing base ramping up production Asia PacificThe Lens China’s manufacturing base ramping up production A substantial portion of China’s output is likely to find its way to global markets…Thomas ZhangApril 11, 2024
Policies unveiled at the recent “Two Sessions” Asia PacificThe Lens Policies unveiled at the recent “Two Sessions” The risk of overcapacity looms large, as China’s demand will likely be too weak to…Thomas ZhangMarch 21, 2024
China meets its economic target in 2023 Asia PacificThe Lens China meets its economic target in 2023 Most of the challenges China faced last year are likely to persist into this year…Thomas ZhangJanuary 25, 2024
Taiwan’s election will shape cross-strait relations Asia PacificThe Lens Taiwan’s election will shape cross-strait relations Taiwanese voters must choose confrontation or compromise with Beijing Taiwan’s January elections will have substantial…Thomas ZhangDecember 21, 2023
Chinese special refinancing bonds Asia PacificThe Lens Chinese special refinancing bonds However, “borrowing new to pay old” won’t resolve the root causes of China’s debt problem…Thomas ZhangNovember 27, 2023
China announces an underwhelming stimulus package Asia PacificThe Lens China announces an underwhelming stimulus package The scale of the package is meager, so its impact is likely to be limited…Thomas ZhangNovember 2, 2023
China’s domestic holiday travel Asia PacificThe Lens China’s domestic holiday travel Household spending will continue to lean toward services rather than goods Holiday travel has made…Thomas ZhangOctober 12, 2023
China’s recent real estate policies Asia PacificThe Lens China’s recent real estate policies These measures still fall short of tackling the structural issues that the property market faces…Thomas ZhangSeptember 7, 2023
Chinese exports plummet Asia PacificThe Lens Chinese exports plummet Weakness of global demand is forecast to persist and will weigh on Chinese exports until…Thomas ZhangAugust 10, 2023
The US and China have resumed meetings GlobalThe Lens The US and China have resumed meetings Yet these meetings offer little reassurance to MNCs navigating the most unstable business environment in…Thomas ZhangJuly 14, 2023
Youth unemployment in China at an all-time high Asia PacificThe Lens Youth unemployment in China at an all-time high Multinationals are likely to encounter long-term headwinds as overall demand decreases because of rising youth…Thomas ZhangJune 23, 2023