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New Economy

A collection of 2 posts

DeepDive: Implications of the Third Plenum

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Third Plenum Featured

DeepDive: Implications of the Third Plenum

Research and development as well as technology and the new economy dominated the Third Plenum resolution released over the weekend, in line with previous policy communication. Supply chain resilience and national strategic projects also featured prominently compared to previous readouts, while consumption once again took a back seat. We also

QuickScan: CEWC Doubles Down on New Economy

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QuickScan: CEWC Doubles Down on New Economy

This week, the Central Economic Work Conference continued to double down on the new economy, while largely reiterating last week’s Politburo stance on fiscal and monetary policy. Our text-based quantitative analysis filters out the prominent topics of the meeting and examines their implications. The Central Economic Work Conference (CEWC)