Insights on China’s policies and markets from the leading think tank and top economists in China
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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cf40research.substack.comLatest Issues
Takeaways from China’s August 2026 Macroeconomic Data
On Sep 15, 2026, the National Bureau of Statistics released macroeconomic data for August. Economic activity remained relatively stable on the production side, while demand softened at the margin, as reflected in investment, consumption, an...
How Much Economic Value Can AI Create Through Labor Substitution and Augmentation?
We wanted to understand how much economic value AI could create over the next decade—looking specifically at what it can do by substituting for and augmenting existing labor tasks.
Under our baseline assumptions, these two channels alone c...
Right-Wing Populism as an Enduring Force
We see the rise of right-wing populism as one of the most important political trends shaping Europe and the United States today. That’s why we recently took a closer look at what is driving this shift, why it may persist, and how it could r...
How Aging Will Shape the Appropriate Level of China's Macro Tax Burden over the Next 15 Years
In the CF40 Policy Brief Recomparing China’s Macro Tax Burden with OECD Countries: An Analysis Based on the Correlation Between Fiscal Revenue and Public Social Expenditure, we argued that OECD countries have higher macro tax burdens than C...
CF40 Research Update: Free Substack Insights & Enhanced Institutional Coverage
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The writers behind this newsletter.
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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