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As we had anticipated last week, the People’s Bank of China (PBOC) has begun taking actions to stabilize the property sector. On September 27, the PBOC sent a public message that it wants to ensure “the property sector’s healthy development,” marking the first time
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While the fallout from the Silicon Valley Bank (SVB) crisis won’t have a direct impact on China, it will affect how Beijing manages risk among its own…
As our “China’s Debt Hangover” has shown, China will need to reckon with its local debt problem sooner rather than later. Since 2022, the property…
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In this special feature, we are including our 1Q2023 Outlook. Excerpts of the takeaways and introduction are below; the full report can be accessed…
With China’s upcoming Central Economic Work Conference (CEWC), markets will be looking for any pro-growth signals after a year of turbulence. But the…
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For those looking for a bright spot in the Chinese economy, trade is the most obvious. China is on its way to a record trade surplus that is expected to…
MacroPolo Econ
Recent signs have reinforced the fact that Beijing is reluctant to bail out troubled property developers, a case I made previously. The July Politburo…
MacroPolo Econ
In our recent outlook, I estimated that the property sector’s correction will shave just 0.6 percentage points off of China’s headline growth. This…
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