Demography Presents Both Challenges and Opportunities for China
China’s demographic profile is now transitioning from being a dividend to a drag on the economy. This shift carries profound implications for the country’s economic trajectory.
China is in Disinflation rather than Deflation
China’s low inflation shows a disinflationary process, propelled by a robust supply side recovery, coupled with sluggish consumer demand linked to the property market downturn, relatively lower wage growth and weak manufacturing exports.
How the US–China Trade Conflict Affected China’s Trading Patterns
The trade conflict between the US and China has led to tit-for-tat tariff increases imposed on a significant portion of their respective exports since it started in 2018.
How are ASEAN and China Leveraging Their Positions in Global Value Chains?
This note shows that an economy needs to retain more GVC stages to support the development of domestic firms and increase domestic value-added, and that it should move toward more upstream positions in GVCs to capture a larger share of value-added.
Chinese Companies Are On the Move – Inland and to Southeast Asia
China’s manufacturing landscape is undergoing a major transformation, driven by rising wages, more stringent environmental regulations, a wider adoption of digital technology and opportunities in overseas markets.
China: From Pandemic-Induced Downturn to Resilient and Sustainable Growth
China’s economy should recover steadily in 2024, supported by well-calibrated and targeted monetary, financial, and fiscal policies.
AMRO’s 2023 Annual Consultation Report on China
China’s economy is expected to continue to recover, returning to its trend trajectory in 2024.
Has the US–China Trade Conflict Transformed China’s Trading Patterns?
This note analyzes China’s trading patterns of recent years.
Prospects for China’s Long-Term Growth amidst Population Aging
This note examines China's long-term growth prospects within the dynamics of its rapid demographic transition.
China Can Contain its Property Market Troubles
China has recognized the need to stabilize its property sector to keep developers' severe financial problems from spilling over further into banking and other key sectors of the economy or even affecting other nations.