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CF40 Research

CF40 Research, Robert Wu
Tens of paid subscribers

Insights on China’s policies and markets from the leading think tank and top economists in China

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Issues84Foundeda year agoLast Issue10 days ago
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Latest Issues

Takeaways from China’s July 2026 Macroeconomic Data

On Aug 17, 2026, the National Bureau of Statistics released macroeconomic data for July. Both supply and demand softened at the margin, with the weakness more pronounced on the demand side, as reflected in investment, consumption, and price...

11 days ago
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US–Japan Yen Intervention: Why Now?

CF40 Institute

On July 31, the US and Japan jointly intervened to support the yen for the first time since 1998. The dollar subsequently retreated from a four decade high against the yen. We highlight five takeaways.

23 days ago
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Diverging Cycles, Distinct Constraints: The United States, Europe and China Macroeconomic Developments and Structural Reforms

Alfred SCHIPKE

Lee Kuan Yew School of Public Policy, National University of Singapore

Jason FURMAN

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Moritz SCHULARICK

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HUANG Yiping

National Schoo...

24 days ago
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  • CF40 Research
  • Robert Wu

    CEO of BigOne Lab, \ud83c\udde8\ud83c\uddf3's leading alt data company. Write 1) Baiguan, data-driven insights about \ud83c\udde8\ud83c\uddf3 biz 2) China Translated, a practical review of events with long-term impact, 3) Robert Wu’s Portfolio, my personal portfolio

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