The latest, most vital news on China's economy and its business and political relationship with the world
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 366 | Founded | 7 years ago | Last Issue | 5 days ago |
| Active | |||||
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Trade War
China experiences first drop in retail sales since end of Covid. Fixed asset investment falls 4.1% in the first five months. And the property sector continues to swoon with investment down 16.2% this year.
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More bad news for China’s economy and Beijing’s careful approach to AI
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Quick corrections: private capital expenditure fell 7.1%, worst drop since 2020; high-tech investment was up 4.5%
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Trade War
China’s economy bifurcates with “K-shaped” growth. High-tech exports soar propelled by global AI boom while domestic growth stagnates. And auto exports surge 73% even as car prices drop 22% in Chinese market.
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China’s increasingly bifurcated economy
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Trade War
Welcome to the 307th edition of Trade War ~ China tightens rules on outbound investment and data and algorithms now qualify as trade secrets. Individual investors now targeted in financial outflows that reached $807 billion last year. And...
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Dexter Tiff Roberts is a nonresident senior fellow at the Atlantic Council Global China Hub and author of “The Myth of Chinese Capitalism,” an Economist best book for 2020. He frequently visits China where he lived for over two decades.
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