We still have little clarity on the timing or size of any tariff increases President Trump is planning to impose on China. For now, we are sticking with our assumption that a 60% tariff will be...

The final export control measures of Joe Biden's presidency further restrict China's access to advanced AI technology and mark another escalation in geopolitical fragmentation. Meanwhile, although...

The economy ended 2024 on a stronger note, thanks to tailwinds from recent policy easing. Increased fiscal spending should continue to provide a near-term prop to activity, but this won’t prevent...

We think China’s 10-year government bond yield will fall to fresh record lows over the coming year, partly because the other investment options available to Chinese investors look increasingly...