Investment Rating - The report does not explicitly state an investment rating for the industry discussed Core Insights - The report highlights a consensus among experts that China is expected to exit deflation in 2026, with CPI projected to recover to 0.5-1% compared to 0% in 2025, driven by demand recovery and pro-growth policies [9] - Experts anticipate a modest recovery in domestic activities in 2026, with industrial utilization rates improving and consumption recovery expected as wage growth and household net worth increase [6][8] - Export growth is projected to normalize after a strong start in early 2026, with an overall expectation of 4-5% growth in exports for the year [5] Summary by Sections Economic Outlook - The report indicates that China's GDP growth target for 2026 is set between 4.5-5%, with differing interpretations among experts regarding the government's satisfaction with this range [8] - The RMB is viewed as undervalued, with expectations of USDCNY ending 2026 at 6.6-6.7, reflecting a 5-6% appreciation [8] Trade Relations - Experts express mixed views on China's trade relations with the EU and Japan, suggesting a pragmatic approach may prevail despite geopolitical tensions [4] - Strong export growth to Africa (26% in 2025) is expected to slow, while Latin America may emerge as a new growth driver [5] Policy Expectations - Fiscal policies are expected to maintain broad support, with a focus on quasi-fiscal spending despite concerns over local government debt sustainability [10] - Monetary policy may see modest rate cuts, with the PBoC exploring structural tools to support banks amid narrowing net interest margins [10] - Anticipation for major easing in property policies is limited, with expectations of scaling back support if property sales show signs of recovery [10]

RT Nick Szabo (@NickSzabo4)U.S. reassertion of control at Panama (kicking out the Chinese presence) probably helped motivate it along, but more basically it's an outcome of evolving military technology (cheap missiles and drones now accurate enough to hit ships), the U.S. vs. China superpower rivalry, and the geographical advantages of Iran.For any 21st century superpower to remain a superpower, it must ally with strategically located large countries such as Malaysia, Indonesia, Iran, the Philippines, Yemen ...

Hello everyone. Today we've got a very special treat. We are sitting down with my friend Chris Fenton.And in this conversation, we are going to talk about USChina relations. Chris is an award-winning movie producer. He's a very sought-after professor at USC.He wrote a book called Feeding the Dragon. And he is one of the leading experts on USChina relationships. In this conversation, we talk about the adversarial nature between United States and China. We talk about the technology competition on the global s ...

[CC may contain inaccuracies] Chinese officials are expressing frustration over what they see as insufficient U.S. preparation for President Trump's upcoming visit at the end of the month. Our chief North Asia correspondent, Stephen Engle joins us now from Beijing. Steve, it does look like they have different styles of preparing for this meeting.Absolutely. Very, very different styles. Xi Jinping and Donald Trump and the way they run their administrations are extremely different.The Chinese like to have eve ...

US Rep. Alexandria Ocasio-Cortez, speaking at the Munich Security Conference, drew Republican criticism after hesitating before responding to a question from Bloomberg’s Francine Lacqua on whether the US should commit troops to defend Taiwan if China attacked. Her advisers said she was choosing her words carefully before answering. ---------- Like this video? Subscribe https://www.youtube.com/@Bloomberg-News Bloomberg News is the first word in business news. Visit bloomberg.com for the latest on global busi ...

Would and should the US actually commit US troops to defend Taiwan if China were to move. >> Um, you know, I think that uh this is such a uh you know, I I think that this is a um this is of course a a very long-standing um policy of the United States. Uh and I think what we are hoping for is that we want to make sure that we never get to that point and we want to make sure that we are moving in all of our economic research and our global positions to avoid any such confrontation and for that question to eve ...

Turning now to one of our top stories. President Trump says Xi Jinping will come to the White House towards the end of the year, and that's after they spoke by phone in what Trump calls a long, thorough and excellent discussion. He spoke with NBC News anchor Tom Llamas.What did you talk about with the leader. I had a lot of topics. Can we talk what's the most important topic.Is it chips. Is it the wars in Ukraine. What is going on.I would say the economy, the relationship that we have with China. I'm going ...

In the span of just a few days, another billionaire has emerged from a Chinese chipmaker, following a familiar playbook: learn from an industry giant, strike out alone and push through fraught US-China geopolitics.Read more: https://t.co/PTXci6GOuI📷️: MetaX Integrated Circuits Shanghai Co. ...

In the span of just a few days, another billionaire is close to emerging from a Chinese chipmaker, following a familiar playbook: learn from an industry giant, strike out alone and push through fraught US-China geopolitics https://t.co/vK6kVz0R8L ...

The yuan is inching close the a key psychological level of 7 per dollar reflecting optimism over improved US-China relations but the gradual appreciation shows Beijing is tightly managing its gains https://t.co/yrQ8ZXrq4p ...