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# Macro #
Analysis: Why China’s GDP Growth Slowed in Second Quarter
Weak demand, property downturn and extreme weather were to blame, analysts say
Analysis: China’s Shifting Approach to Monetary Policy Regulation
The PBOC now guides benchmark loan rates by cutting the seven-day reverse repo rate rather than the medium-term lending facility rate
Analysis: How China Can Revitalize Its Slumping Overseas Investment
Maintaining stable political and economic ties with Europe would benefit domestic companies’ investments abroad
In Depth: China’s Ultra-Long Bonds May Test PBOC’s Monetary Toolkit
Although the government is pacing the sale of its 1 trillion yuan of special debt, the central bank has instruments at its disposal to ward off any market shock
In Depth: As China’s Exports Surge, Tariff Hikes Loom
Chinese exporters are speeding up shipments to get ahead of import tax hikes, which might lead to decline down the line, but other bright spots are emerging
# Plenum Explained #
Implications for China’s Finance and Economy
Core to the reforms set in motion at the meeting are stabilizing the capital markets, reviving the ailing property sector and relieving indebted local governments
China Charts Course for Future Growth with Major Reforms at Key Meeting
The Communist Party of China Central Committee’s Third Plenum highlighted the importance of the rule of law, financial independence for local governments and creating a new model for the beleaguered real estate industry
Five-Year Reform Plan Laid Out by Communist Party’s Third Plenum
The key meeting outlined policy directives in areas including the economy, technology and household registration
China to Combat Cross-Border Corruption, Improve Constitutional Review
The plan is part of a five-year legal reform effort that also includes graft-busters taking ‘stronger steps to handle false accusations’
Beijing to Bolster Industrial Chains, Promote Private Sector
A resolution adopted at the Communist Party Central Committee’s twice-a-decade meeting lays out a reform framework at a time when economic growth is slowing
Reforms for Retirement, Social Security and Employment
The Communist Party vows to raise the retirement age, ensure fair access to social insurance and ensure key groups can find work
# Industry #
In Depth: Electric Cars Are Draining the Batteries of China’s Insurers
Insuring EVs is costing money, as strict rules mean it’s difficult to hike premiums to a profitable level — for now at least
What to Do About the Influx of China’s Subsidized, Yet High Quality EVs
The country’s ability to produce competitive electric vehicles is due to both Beijing’s policy support and the country’s comparative advantages
In Depth: Sanctions Spark Race to Bottom for China’s Lower-End Chipmakers
Manufacturers of less advanced legacy chips are slashing prices as capacity balloons
In Depth: China’s Push to Expand Its Carbon Market
Price of pollution permits surges as policymakers beef up fines for non-compliance and look to end ‘quota hoarding’
China’s Power Market Reform Poised to Level Up as Renewables Plug In
While solar capacity has exploded, it’s contribution to the nation’s overall electricity generation has lagged badly, posing challenges for its inclusion in the nascent power trading market
In Depth: Are AI-Powered Learning Gadgets Ready to Be at the Head of the Class?
The tablets have been a hit with parents in the wake of China’s ban on after-school tutoring, but the devices won’t replace the teacher just yet
# Company #
In Depth: How China’s E-Commerce Titans Are Squeezing Global Rivals
Fast fashion giant Shein, upstart Temu, AliExpress, and newcomer TikTok Shop are reshaping the industry by connecting consumers directly to China’s manufacturing power
In Depth: Tesla’s Chinese Rival Hits Accelerator on Smart Driving
BYD chief appears to shift stance on the technology as China’s government throws its weight behind autonomous cars
Four Things to Know About Tianqi Lithium’s Reversal of Fortunes
Plunging prices of the metal have turned two of the company’s aggressive overseas investments into major liabilities
