Reports Tagged: China

July 06, 2022

We wrote two weeks ago that Beijing was expecting US President Joseph Biden to sign off “in the next few weeks” on lifting some of the tariffs that were imposed

June 21, 2022

Premier Li Keqiang’s struggle to revive China’s economy under the stringent “dynamic zero-covid” policy championed by President Xi Jinping has given rise to rumors of rifts between the country’s top

June 21, 2022

Senior sources in Beijing expect that US President Joseph Biden will lift some tariffs on Chinese imports “in the next few weeks.” Our understanding is that US officials have indicated

June 07, 2022

China’s President Xi Jinping held a video conference with Russia’s President Vladimir Putin last week to discuss cooperation between Beijing and Moscow. The two leaders discussed, among other topics, the

May 31, 2022

Our understanding from highly placed officials in Beijing is that “if the US does not continue to provoke China in the near future,” they will not rule out a video

May 26, 2022

After China’s National Development and Reform Commission predicted last Friday that the country’s major economic indicators for the first half of May would be coming in lower than expected, Premier

April 21, 2022

In the April 12, 2022, SGH Report, “China: Challenges to Q2 Growth,” we wrote: Beijing has…determined that the most urgent task is to continue to firmly take its “dynamic zero-Covid”

April 19, 2022

The People’s Bank of China initially considered a 50 basis points cut in the reserve requirement ratio for banks in its deliberations last week, but the central bank was split

April 14, 2022

China will cut its Reserve Requirement Ratio tomorrow, as we have been anticipating and is increasingly expected by markets. At a State Council Executive Meeting on April 13, local time,

April 12, 2022

On Friday, April 8, nine government departments submitted their economic analysis reports to China’s State Council, inputs which will be also incorporated into the country’s aggregated National Bureau of Statistics

April 08, 2022

On the heels of a Q1 GDP slowdown in China, Covid lockdowns in Shanghai, and repeated signals from Premier Li Keqiang that more economic stimulus will be forthcoming, markets are

April 08, 2022

There were unconfirmed rumors yesterday that US Speaker of the House Nancy Pelosi was planning to travel to Taiwan this Sunday on the heels of a trip to Japan. The

April 05, 2022

China’s Premier Li Keqiang recently concluded three symposiums to study the impact of the war in Ukraine on the global financial system and on the Chinese renminbi. The meetings focused

April 01, 2022

Covid and Stock Listings A senior political official in Beijing commented on the Covid situation in Shanghai and its economic fallout in a clear attempt to downplay the city and

March 30, 2022

Russia’s Foreign Minister Sergei Lavrov traveled to Tunxi, Anhui province, in China today ostensibly for a two-day “Meeting of Foreign Ministers of the Neighboring Countries of Afghanistan.” Chinese sources tout

March 30, 2022

After an initial headline shock, markets generally dismissed demands last week by Russia’s President Vladimir Putin that purchases of Russian gas exports be paid for in Russian rubles instead of

March 25, 2022

According to China’s state media, President Xi Jinping told Britain’s Prime Minister Boris Johnson in a phone call today that the international community should “truly” promote peace talks, where China

March 21, 2022

US President Joseph Biden and China’s President Xi Jinping held a video call last Friday, March 18, to discuss the Ukraine crisis, convened at the request of President Biden. The

March 07, 2022

On the morning of March 1, the Chairman’s Office of the National People’s Congress Standing Committee met to review the final draft of China’s Government Work Report. In that meeting,

March 03, 2022

On February 25th President Xi Jinping, in his role as General Secretary of the Communist Party of China Central Committee, presided over a Politburo meeting to discuss the draft 2022