Latest Analysis

In the second quarter of 2024, China’s leaders insisted that economic growth was strong and on track. However, China’s financial vital signs–property markets, stock prices, and consumer sentiment–all indicate weakness.

In the first quarter of 2024, Beijing pushed forward with a flurry of efforts to support a faltering stock market, ramp up exports to make up for domestic demand, and double-down on high-tech sectors with subsidies and other innovation funding.