China Needs More Inflation To Steady a Wobbly Property Sector
by Houze SongApril 25, 2024 | 3 minute read
Beijing’s Dilemma: Cut Spending or Raise Taxes to Deal with Local Debt?
by Houze SongJune 30, 2023 | 3 minute read
US Regional Bank Crisis Will Affect How China Manages Financial Risk
by Houze SongMarch 21, 2023 | 3 minute read
1Q2023 Macro Outlook: Post-Covid Rebound Dramatic but Short
by Houze SongJanuary 30, 2023 | 5 minute read
Point of No Return: Beijing’s Move to Covid Coexistence Is Here to Stay
by Houze SongDecember 13, 2022 | 3 minute read
China’s Giant Trade Surplus Isn’t a Sign of Economic Strength
by Houze SongNovember 29, 2022 | 3 minute read
China’s Mortgage Fiasco: To Bail Out or Not To Bail Out?
by Houze SongAugust 1, 2022 | 3 minute read
3Q2022 Macro Outlook: Economic Rebound Will Dissipate Nearly As Soon As It Arrives
by Houze SongJuly 13, 2022 | 5 minute read
Are Private Firms Aligned with Beijing on Technology Goals?
by Houze SongApril 26, 2022 | 3 minute read
2Q2022 Macro Outlook: Beijing Aims for Stability First, Growth Second
by Houze SongApril 19, 2022 | 5 minute read
1Q2022 Outlook: Strong but Short Stimulus Expected to Stabilize Growth
by Houze SongJanuary 27, 2022 | 5 minute read
China’s Coming Property Correction: A Managed Soft Landing
by Houze SongDecember 8, 2021 | 8 minute read
4Q2021 Macro Outlook: Beijing Makes Pro-Growth Pivot To End the Year
by Houze SongOctober 26, 2021 | 4 minute read
China’s Property Sector Will Muddle Through Rest of Year
by Houze SongSeptember 22, 2021 | 5 minute read
Tale of Two (Types of) Cities: Demographic Divergence in Urban China
by Houze SongSeptember 7, 2021 | 3 minute read
Pricing Capital Right Won’t Get Capital Allocation Right in China
by Houze SongFebruary 1, 2021 | 3 minute read
1Q2021 Macro Outlook: Return of De-Risking Focus Will Hurt Near-Term Growth
by Houze SongJanuary 19, 2021 | 5 minute read
Rethinking 2020: What’s Overlooked and What’s Overhyped
by Damien Ma and Houze SongDecember 28, 2020 | 3 minute read
Economic Policy Likely Less Accommodative Than Expected in 2021
by Houze SongDecember 14, 2020 | 2 minute read
4Q2020 Outlook: Relief Spending Will Drive Recovery, But Won’t Last Long
by Houze SongNovember 5, 2020 | 6 minute read
Beijing Will Formalize Its Post-Growth Platform in New Five-Year Plan
by Houze SongOctober 28, 2020 | 4 minute read
Macro Outlook 2Q2020: No Swift Recovery as Demand Remains Weak
by Houze SongApril 22, 2020 | 10 minute read
Supply Chain Jigsaw: Piecing Together the Future Global Economy
by Damien Ma, Houze Song and Neil ThomasApril 13, 2020 | 15 minute read
In Battling Coronavirus Shock, Fiscal Policy Is Weapon of Choice
by Houze SongMarch 18, 2020 | 7 minute read
As Viral Outbreak Improves, Demand Holds the Key to Economic Recovery
by Houze SongFebruary 20, 2020 | 4 minute read
Macro Outlook 1Q2020: Economy Stabilized, but Recovery Will Be Weak
by Houze SongJanuary 15, 2020 | 8 minute read
In Year-End Economic Confab, Beijing Will Look to Reorder Priorities
by Houze SongDecember 11, 2019 | 3 minute read
Macro Outlook: Growth To Stabilize as Beijing Prepares for a Rockier 2020
by Houze SongNovember 4, 2019 | 7 minute read
Interest Rates, Not Credit, Will Be Beijing’s Main Tool To Juice Economy
by Houze SongSeptember 17, 2019 | 4 minute read
In Response to New Tariffs, Beijing Unlikely to Alter Its Economic Approach
by Houze SongAugust 6, 2019 | 3 minute read
Macro Outlook: Beijing Will Juice the Economy and Stick To Long-Term Objectives
by Houze SongMay 8, 2019 | 8 minute read
Is China Really Becoming a Current Account Deficit Country?
by Houze SongApril 29, 2019 | 4 minute read