- October 21, 2019 INNOVATION, Technology, US-CHINA
Who Benefits From American AI Research in China?
Who benefits from the research breakthroughs made in the China-based research labs of American artificial intelligence (AI) companies? Just five…
READ MORE- October 9, 2019 ECONOMY
Diverging Approaches to Supporting Growth: The Cases of Jiangsu vs. Guangdong
With the Chinese economy continuing to slow throughout the first half of 2019, attention has focused on how the central…
READ MORE
Western expectations for Chinese economic reforms have long fixated on the “opening” associated with market access and financial liberalization. Frustration…
READ MORE- September 17, 2019 ECONOMY, Finance Policy
Interest Rates, Not Credit, Will Be Beijing’s Main Tool To Juice Economy
The People’s Bank of China (PBOC) has been busy of late, re-setting the benchmark lending rate in August and cutting…
READ MORE- September 10, 2019 INNOVATION, Technology
Chip on the Shoulder: How China Aims to Compete in Semiconductors
China’s recipe for tech leadership has long missed a main ingredient: chips. It isn’t for lack of trying. Since the…
READ MORE- September 4, 2019 INNOVATION, Technology
2014: The Year of China’s Digital Cambrian Explosion
At MacroPolo we are dedicated to dissecting the sources and implications of China’s arrival as a technological power. Our work…
READ MORE- August 23, 2019 ECONOMY, Finance, Finance Policy
Shandong vs. Zhejiang: Diverging Experiences of Bad Loan Disposals
Since 2015, China’s banks have disposed of their nonperforming loans (NPLs) in ever greater volumes as part of a broader…
READ MORE- August 14, 2019 ECONOMY, INNOVATION, Technology
Torchbearer: Igniting Innovation in China’s Tech Clusters
Innovation—or at least the idea of it—has gone viral. Governments around the world seem to want to crack the code…
READ MORE
With the trade war escalating yet again, it is worth briefly updating our 3Q2019 outlook. Although the latest round of 10%…
READ MORE