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...
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...
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...
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...
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...
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...
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...
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...
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...
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.