Asia
July 16, 2025
China’s Economy Under Tariffs
The tariffs that remain in place on U.S. imports from China are going to be a headwind for China this year. For China, tariffs are what economists would call a demand shock, and the response is fairly simple – authorities can address the fallout from tariffs by putting in place measures to boost demand.
January 07, 2025
How Far Will They Go? China’s Outlook for 2025
China’s economy continues to contend with the ramifications of a housing market meltdown, decades of investment-driven growth, and a trade war with the U.S. that is set to re-accelerate. Faced with these headwinds, policymakers have recommitted to monetary and fiscal stimulus to boost domestic demand.
July 03, 2024
Behind the Scenes: China’s Deflation and Global Prices
The fading pandemic-era boom in goods consumption, multi-decade highs in interest rates that weighs on demand for durable goods that are often bought on credit, and a return to normalcy in supply chains have all helped slow consumer price inflation.
