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    • China Stimulus

China Stimulus Newsletter
  • So bad it’s good: Why Chinese equities could shine in 2026 26 Dec 2025 07:42 GMT

    China for example. As the world’s second largest economy … reallocation of household wealth. Chinese households are estimated to … Recent initiatives announced by Beijing suggest it is deliberately … concerns lead to restrained stimulus. And after a strong …

  • Beyond either-or: How China balances market and governance 25 Dec 2025 08:51 GMT

    China';s Central Economic Work Conference held in Beijing … socialist market economy provides an important guarantee for Chinese modernization. In … targeted policy package that seeks to energize market … short-term stimulus than about policy method. By …

  • Commentary: China’s New Cure for Price Wars 25 Dec 2025 08:23 GMT

    China’s economy is currently grappling with … ($586 billion) post-2008 stimulus—followed by demand cooling and … by expanded foreign fiscal stimulus and China’s competitive gains—which … prior era—when major domestic stimulus cushioned industry restructuring—the …

  • Chinese economy rides the crest of new consumer phenomena 25 Dec 2025 00:54 GMT

    … short-term stimulus, Cheng added. Stella Li, investment director of China equities at … consumption-driven Chinese economy — one that is increasingly seen as a stabilizing force not only for China';s … in Beijing that China has the opportunity to reach …

  • As Xi prepares for Trump talks, China's economy shows warning signs 24 Dec 2025 13:40 GMT

    … to ship goods rapidly, helping Beijing keep overall economic growth near … , behind these headline figures, China’s domestic economy is losing momentum. Consumer … with political sensitivity. Large-scale stimulus risks worsening already high debt …

  • [SMM Analysis] Escalation of Trade Frictions: Industrial Game and Perspective Analysis Behind China's WTO Challenge Against India's PV Subsidies 24 Dec 2025 08:48 GMT

    … has continuously employed a dual stimulus policy package of "tariff barriers… 's frequent policy changes, China continues to transform its export structure. Chinese enterprises have been forced to …

  • Japan government approves record 122 trillion yen budget 26 Dec 2025 07:23 GMT

    TOKYO The Japanese government on Dec. 26 approved a record budget for the upcoming fiscal year, to pay for everything from bigger defense spending to ballooning social security costs as inflation persists. The 122.3-trillion-yen ($782 billion) budget for …

  • Concrete actions key to realizing blueprint: China Daily editorial 24 Dec 2025 00:36 GMT

    … 20th Communist Party of China Central Committee, underscored this. … are not short-term stimulus tools, but strategic anchors … years and beyond, China will provide greater liquidity, … efforts, helping the Chinese economy navigate a period of profound …

  • China trapped in investment slump as infrastructure bonds dry up 24 Dec 2025 00:11 GMT

    … the plunge next year. Yet Beijing’s focus on fiscal sustainability … said. “This could shift the economy away from a model based … policies are more effective.” China has been moving responsibilities for … will keep the taps of stimulus open just enough to counter …

  • US Economy Surges 4.3% in Q3 2025, Exceeds Expectations 23 Dec 2025 21:32 GMT

    … and transportation. This fiscal stimulus has been a consistent … reflecting optimism about the economy’s trajectory. Comparative Analysis … hampered by energy crises. China’s projected 5% growth … report emphasizes how the economy defied strained shopper concerns …

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