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Oct 9, 2024

2024 Annual Scorecard

In July 2024, China unveiled a long-awaited slate of reforms following a year of disappointing growth, mounting property sector troubles, and increasing global pushback. How far will these reforms go in addressing China’s deep-rooted economic challenges?

Publications

Aug 7, 2024

Q2 2024 Update

In the second quarter of 2024, China’s leaders emphasized that the economy was robust and progressing as planned. However, key financial indicators such as property markets, stock prices, and consumer sentiment revealed signs of weakness, casting doubt on the optimism.

Publications

May 15, 2024

Q1 2024 Update

In the first quarter of 2024, Beijing launched a series of initiatives to bolster a struggling stock market, increase exports to compensate for weak domestic demand, and heavily invest in high-tech sectors through subsidies and innovation funding to drive growth.

Publications

Feb 5, 2024

H2 2023 Update

Through the second half of 2023, the gap between China’s impressive official data and visibly underwhelming consumer demand, unresolved local government debt problems and an unprecedented drop in foreign direct investment was stark.

Featured

Oct 4, 2023

2023 Annual Scorecard

The economic effects of the pandemic initially masked deeper problems, but developments in 2022 underscored the structural nature of China’s slowdown. On its current path, China’s economic growth will continue to slow, with no clear signs of reversal ahead.

Featured

Aug 7, 2023

Q2 2023 Update

In the second quarter of 2023, slow growth prompted a shift toward more practical rhetoric on Chinese economic reform, but concrete actions remained insufficient. Without meaningful structural reforms, systemic challenges have continued to mount.

Publications

May 4, 2023

Q1 2023 Update

In Q1 2023 China reopened its borders and rolled out the rhetorical welcome mat for foreign investors. However, a public campaign to allay concerns about the direction of China’s economy has not been underpinned by a convincing shift in policy.

Publications

Feb 8, 2023

H2 2022 Update

During the second half of 2022 China veered from one extreme to the other, with carefully choreographed control followed by sudden turmoil. Throughout, the Chinese government has continued to claim that the path it has chosen for China’s economy is the only right one.

Publications

Oct 11, 2022

2022 Annual Scorecard

Over the year, teams from the Atlantic Council GeoEconomics Center and Rhodium Group have taken a data-driven dive into China’s economy to address a fundamental question: Is the Chinese economic system becoming more or less like other open-market economies? 

Publications

Aug 11, 2022

Q2 2022 Update

In Q2 2022 China’s economic growth slowed to 0.4% YoY, despite aggressive steps to support companies, boost consumption, and address youth unemployment. These measures amounted to short-term firefighting and do not address structural issues.

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