China Economic ReviewA palindrome is a word or sentence that reads the same from either front or back. The longest such sentence that we know of is “A man, a plan, a canal, Panama.” And in Panama today there is a canal and also a man with a plan. But which end is which and what is the plan? The […]
The topic this week is unemployment, which largely anecdotally but to some extent specifically is becoming a big deal in China. This week we learned that China’s largest solar firms have shed 31% of their staff over the last year. Citibank’s decision to cut 3,500 of its staff in Shanghai has been previously reported and […]
The system, through the Politburo, announced a long list of measures to bolster the economy, push the stock market up, help resolve the property market mess and restore confidence. The key Shanghai stock index zoomed up to finally get above 3,000 once again, and anyone shorting the market learned an expensive lesson. The only question […]
After endless speculation, analysis and discussion, we finally have specific dates for the Third Plenum of the 20th Communist Party Congress, at which the economy will be discussed and a slew of new policies will no doubt be announced. The dates are July 15 to July 17, and the announcement of the dates indicate that […]
Everyone could see this coming, but finally the European Union and the United States are enacting serious tariffs aimed at the electric vehicles (EVs) that are surging out of China and flooding into markets around the world. Nobody doubts that China’s EVs are efficient and high-tech, but there is a legitimate question on the real cost structure […]