China Publications

CEO Challenge®

  1. Conference Board CEO Challenge® 2013: Countering the Global Slowdown

    Unlike last year, CEOs are looking inward for solutions to slow economic growth and focusing on people and processes—and less concerned about external factors such as risk and regulation.

    (CEO Challenge®, July 2013)

  2. Conference Board CEO Challenge® 2014: People and Performance
    While CEOs see talent as the critical link in meeting their top business challenges, the 2014 CEO Challenge survey results show a heightened focus on customers and reputation and less concern about regulation and external risk. (CEO Challenge®, January 2014)

China Center Publications

  1. China Center -- What to Watch for: China’s multilateral and regional trade negotiations

    The political-economy factors driving China’s soft fall lead us to be skeptical that domestic-led economic reform will be possible. However, the potential for coercing certain reforms via an outside-in, WTO-style roadmap may still exist.

    (China Center Publications, December 2014)

  2. China Center -- What to Watch For: Trust default edition

    The first four months of 2014 saw a rash of news stories detailing near-defaults in a range of Chinese financial products. Our thoughts on the issue: Get used to it.

    (China Center Publications, May 2014)

  3. China Center Chart Dive: A Balancing Act—Tightening Credit in Financial Markets, Pushing Credit into the Corporate Sector

    Beginning late last year, the Chinese government signaled a policy shift from “pro-growth” to “risk containment.”

    (China Center Publications, February 2017)

  4. China Center Chart Dive: Appraising the Q4 Liquidity Squeeze by the PBoC

    A “liquidity squeeze” engineered by the People's Bank of China quickly pushed up short-term borrowing costs in China’s money markets in Q4. 

    (China Center Publications, February 2017)

  5. China Center Chart Dive: Be Aware of China's Impending Retirement Surge

    The age-group composition of China’s population has reached a critical turning point: over the next 15 years, its old-age dependency ratio will double.

    (China Center Publications, February 2017)

  6. China Center Chart Dive: China's labor compensation share of GDP is on the rise; this should be good for consumption in the near-term

    High household savings rates have worked to constrain consumption in China for a long time. However, recent data suggests a decline in Chinese savings rates. This may partially explain the resilience of consumption growth in China, even as the country’s overall economic growth continues to slow.

    (China Center Publications, August 2017)

  7. China Center Chart Dive: China's Long March toward a Diminishing Labor Supply

    China is currently experiencing a pronounced demographic shift that will have a serious impact on MNCs in China. Over the past decade, it has transformed from a nation with an abundance of young people to one with an increasingly aged population.

    (China Center Publications, January 2017)

  8. China Center Chart Dive: Chinese IPO Pops—Harder, Better, Faster, Stronger

    IPO shares often undergo an initial "pop" when first launched as investors bid up prices to acquire a piece of the newly listed company. China’s IPO market has a reputation for being especially hot, however, and it is common for new listings to see pops that have gone on for days, or in 2016, even weeks. 

    (China Center Publications, December 2016)