Archives: Posts

The NPC closes and Hainan free trade plan released

As the National People’s Congress came to a close last week, the main point of attention was the national security legislation on Hong Kong. For the latest on that, as well as a look at some current supply chain issues...

/ June 2, 2020

China’s approach to post-outbreak stimulus

The road to economic recovery after COVID-19 will look quite different for China compared to its response during the last global financial crisis. Houze Song is a research fellow at the Paulson Institute’s think tank, MacroPolo. He characterizes China’s approach...

/ May 28, 2020

A look at the latest from the NPC

At the moment, the National People’s Congress is working its way through the legislative session, so we’re getting the latest from Lipei Zhang, our Beijing director, on the meeting. Relevant links: USCBC: China Abandons GDP Growth Target, Promises Continued Stimulus and...

/ May 27, 2020

The Commerce Department has Huawei back in its sights

On May 15, the US Commerce Department announced new rules that will restrict Huawei and its suppliers from using American inputs. The changes have major implications for both Huawei itself and US companies as well. We also talk about the...

/ May 18, 2020

The status of Phase One and new tariff exemptions

US-China relations have been making headlines lately, and not all for good reasons. Amid increasing tensions, we’ll see if we can find a few silver linings. This week, it’s the latest from our Beijing director, Lipei Zhang.  Relevant links Need...

/ May 12, 2020

China gears up for the National People’s Congress

After a delay caused by COVID-19, China is getting ready for its major legislative session for the year, the National People’s Congress. To get the latest, we talk with our Shanghai Director, Owen Haacke.  Relevant Links: Need to get in...

/ May 4, 2020

What’s the latest on PPE exports from China?

Faulty testing kits, backlogged medical exports, and accusations of hoarding have been in the news lately in regards to China’s actions around PPE shipments. It can be difficult to sort out the relevant and accurate information, so this week, we’ve...

/ April 27, 2020

China’s first quarter growth contracted 6.8% from last year

Official economic data came out last Friday and the news was not good. The combined effects of COVID-19, and declines in exports, consumer retail, and investment caused a 6.8% GDP decline in the first quarter. We talk with our Director...

/ April 21, 2020

Using trade data to understand impacts on supply chains

Between the combined effects of US and Chinese tariffs, and the economic fallout of COVID-19, company supply chains are facing historic challenges. But are those supply chains moving? The recently released Reshoring Index from Kearney, a management consulting firm, is...

/ April 20, 2020

It could be counterintuitive to block PPE exports.

Since COVID-19 began hitting hard in the United States, Congress has already proposed several pieces of legislation that target China.

/ April 14, 2020