China Publications

2017

  1. China CEO Council Session Report -- The 19th Party Congress Aftermath: Where to from here?

    Will General Secretary Xi Jinping’s second coronation represent a turning point for reform, and if so, what might the nature of that reform be?

    (China Center Publications, December 2017)

  2. China Center Data Flash: Marginal slowdown in trend growth anticipated for 2018

    October data confirmed that China’s trend growth momentum is modestly weakening. Growth is likely to see marginal slowing in 2018, driven by intensifying deleveraging pressures. 

    (China Center Publications, December 2017)

  3. China Center Chart Dive: Chinese manufacturing sector is less and less reliant on imported intermediate inputs

    Chinese industrial policies promoting import substitution are substantively reshaping the country’s global Value Chains and have made China-based manufacturers (foreign and domestically owned) less reliant on intermediate inputs produced outside the country.

    (China Center Publications, November 2017)

  4. Global Economic Outlook 2018: Emerging Asia: Slowing, but Still Leading the Way

    Economic growth in emerging Asia has been higher than in the rest of the emerging world over the last decade. Despite a coming slowdown in the region, that trend is likely to continue.

    (Key Business Issues, November 2017)

  5. Global Economic Outlook 2018: Global Economy: Half Empty or Half Full?

    The glass is half empty if the current uptick in growth is fueled by temporary factors. But the glass is half full if growth can be sustained through talent, digitization, and productivity.

    (StraightTalk®, November 2017)

  6. Conference Board Economics Watch® Emerging Markets View

    Limited upside potential for faster growth in 2018 for emerging markets

    (Economics Watch Reports, November 2017)

  7. China Center Data Flash: Growth Broadly Steady in September, Politically Contrived or Real TBD

    According to official data, China’s economy expanded 6.8 percent YOY in Q3, slightly lower than 6.9 percent in the first half of 2017. No other reading could have been politically possible in the run-up to the all-important 19th Party Congress.

    (China Center Publications, October 2017)

  8. China Center Quick Note: Politics in Command - China after the 19th Party Congress

    The 19th Party Congress and its subsequent 1st Plenum, which ran October 18-25, had been widely anticipated for nearly a year. With the dust just now settling, we begin the difficult work of interpreting what actually transpired at the Congress and what it means for foreign investors in China.

    (China Center Publications, October 2017)

  9. China Center Chart Dive: Working Hours in China Appear to Have Dropped Significantly

    China’s total working hours appear to be in the midst of a major downshift. Whether this evidences downward pressure on employment, employer response to rising wages, a change in work-life behavior, or a confluence of these and other factors is debatable.

    (China Center Publications, October 2017)

  10. China Center Quick Note: Locked and Loaded -- US Trade Policy on China

    History will likely show that 2017 represented not a time of relaxation on China by the Trump administration, but rather a period of tactical preparation by the administration’s trade team. 

    (China Center Publications, October 2017)