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…
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With the trade war escalating yet again, it is worth briefly updating our 3Q2019 outlook. Although the latest round of 10%…
READ MORE- July 30, 2019 ECONOMY, US-CHINA, Technology
China’s AI Talent Base Is Growing, and then Leaving
When China decides that it wants to establish leadership in a particular strategic area, its approach has tended to follow…
READ MORE- July 16, 2019 ECONOMY, US-CHINA, Technology
Much Ado About Data: How America and China Stack Up
Analysts often cite the amount of data in China as a core advantage of its artificial intelligence (AI) ecosystem compared…
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