Interlect Analytics (Page 3)

Sign in Subscribe

DeepDive: Do the Private Sector and Foreign Investment Still Matter?

Paid-members only

Foreign investment Featured

DeepDive: Do the Private Sector and Foreign Investment Still Matter?

In this DeepDive, we take a look at whether China has really pivoted away from the private sector and foreign investment towards more statism.

QuickScan: Concerned about Price Stability

Paid-members only

QuickScan: Concerned about Price Stability

This QuickScan takes a look at the discussions on inflation and price stability in recent State Council and PBoC readouts.

QuickScan: On the Lookout for Risk

Paid-members only

QuickScan: On the Lookout for Risk

In this QuickScan, we take a look at language on risk and oversight in meeting readouts from the PBoC’s monetary policy committee. The findings indicate that the focus on risk remains elevated, but did not change significantly over the years of the pandemic, including last year. The focus on

DeepDive: Focus on Demand and Consumption at Decade High

Paid-members only

Consumer Featured

DeepDive: Focus on Demand and Consumption at Decade High

Our latest DeepDive delves into language on stimulating consumption and demand in State Council, PBoC, Politburo and CEWC readouts from 2012 to 2023. The findings overall indicate that the focus on boosting demand has never been as strong in the past decade as it is now. We also look at

DeepDive: Household Deposits, WMPs and Home Sales

Paid-members only

DeepDive: Household Deposits, WMPs and Home Sales

Since our last DeepDive in late December, Chinese officials have announced further steps to stimulate the economy this year. In this DeepDive, we take a look at household deposits and how they are related to home sales and the performance of wealth management products (WMPs). We also provide an updated

QuickScan: Pushing for Self-Sufficiency in Tech

Paid-members only

QuickScan: Pushing for Self-Sufficiency in Tech

Our quantitative textual analysis of Politburo readouts between 2012 and 2022 shows that China has upped its push for self-sufficiency or self-reliance at the highest political level.

DeepDive: Signs of Stimulus

Paid-members only

Stimulus Featured

DeepDive: Signs of Stimulus

With the abrupt lifting of zero-Covid restrictions in China, focus has now shifted to stimulating the economy. Our quantitative textual analysis in this DeepDive edition, which focuses on Politburo readouts between 2012 and 2022, identifies patterns in relation to fiscal and monetary policy to provide an assessment of where policies

QuickScan: Caution Before Optimism

Paid-members only

QuickScan: Caution Before Optimism

While some market watchers have turned more optimistic on China’s market and economy, this optimism appears premature. Recent steps by the government to implement more targeted Covid control measures entail risks that seem to be underestimated, and business and consumer sentiment continues to be subdued. Barring any significant easing

DeepDive: Dual Circulation – Is China Really Turning Inward?

Paid-members only

Dual circulation Featured

DeepDive: Dual Circulation – Is China Really Turning Inward?

We have run several quantitative textual analyses of over 150 pages of Chinese text on or related to China’s dual circulation strategy. The aim of the analyses was to identify where China sees its priorities under the strategy, how it aims to drive growth moving forward, and how it

QuickScan: Potential ramifications of common prosperity and dual circulation

Paid-members only

QuickScan: Potential ramifications of common prosperity and dual circulation

Two themes that were prominent at last week’s Party Congress are common prosperity and dual circulation. Given they will likely have a material impact on the economy going forward, we have provided a brief overview of them and their formative context, and have provided a preliminary assessment on their

QuickScan: Zero-Covid policy post Party Congress

Paid-members only

QuickScan: Zero-Covid policy post Party Congress

QuickScan: Covid rhetoric and consumer sentiment in China

Paid-members only

QuickScan: Covid rhetoric and consumer sentiment in China

QuickScan: China’s supervision of the platform economy will not be normalised but formalised

Paid-members only

Platform economy

QuickScan: China’s supervision of the platform economy will not be normalised but formalised