Central business district buildings at night in China

29TH JANUARY 2026


China in Transition

Related resources for attendees

Event Resources

Here you will find related resources, presentation slides and the analysis used to facilitate the discussion. 

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Presentation slides

China in Transition

China Activity Proxy

China Economics update

Six non-consensus calls for China for 2026

Fracturing

Global Economics Focus

The Shape of the Fractured World in 2026

Chip being put into a motherboard

China Economics Focus

China’s AI rollout could rival the US

AI Image

US Economics Focus

AI boosting US economic growth

Washington landscape at sunset

US Economics Update

Latest threat to Fed independence likely to fail

Markets

Asset Allocation

How big is the threat to global markets from JGBs?

Glass fragments with red colour

Asia Economics Outlook

Solid growth, easing cycles drawing to a close

Meet the panel

Mark Williams

Mark Williams

Chief Asia Economist

Marcel Thieliant

Marcel Thieliant

Head of Asia-Pacific

Julian Evans-Pritchard

Julian Evans-Pritchard

Head of China Economics

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