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Gavekal Dragonomics

The latest new and top stories on Gavekal Dragonomics, a leading independent economic research firm, with offices in Beijing and Hong Kong, specialising in comprehensive analysis of China’s economy, politics and social issues. It provides in-depth research reports, data services and briefings to financial institutions, institutional investors and corporate clients globally. Known for its rigorous macroeconomic and sectoral data analysis, including insights on China’s consumption trends and the impact of government subsidies, its overall focus is on understanding long-term developments shaping China and its global economic relations.

Several government funds have been formed in China to support investments in key projects. Photo: NurPhoto via Getty Images

Venture capital market

China’s state-led venture capital revival risks losing momentum

Four government funds formed to back projects, but lack of funding diversity could risk stalling the industry again if policy shifts.

5 Mar 2026 - 7:38PM

China's economic recovery

As Chinese provinces slash revenue outlook, analysts warn of debt control

13 Feb 2026 - 11:00PMvideocam

China travel

China’s Trip.com probe targets algorithms, prices after vendor anger: analysts

24 Jan 2026 - 9:30AM

Yuan

China’s PBOC sets onshore yuan fixing at strongest point in nearly 16 months

Analysts note how Beijing’s policy goals, such as internationalising China’s currency and curbing overcapacity, are aligning with a firmer exchange rate.

13 Jan 2026 - 2:00PMvideocam

The People’s Bank of China set the yuan’s midpoint rate, also known as the daily fixing rate, at 7.0103 to the US dollar on Tuesday. Photo: dpa

China exports

China’s rare earth magnet exports to EU jump nearly 60% as approvals take effect

Shipments of permanent magnets to Europe saw a large increase in November, as Beijing begins granting general licences for rare earth exports.

22 Dec 2025 - 7:31PM

China consumption

Policy body urges China to confront economic challenges, confident of recovery

Official cites headwinds from imbalances between supply and demand, but says outlook is bright.

17 Dec 2025 - 4:00PM

US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

9 Dec 2025 - 10:00PMvideocam

US President Donald Trump and President Xi Jinping talk after a bilateral meeting in Busan, South Korea, on October 30. Trump said on Monday that he had reached an agreement with Xi to allow US chip giant Nvidia to export advanced artificial intelligence chips to China. Photo: Reuters

China-Asean relations

China-Asean free-trade pact gets upgrade as Beijing touts regional ties

The bloc has expanded its free-trade agreement with China, a boon for Beijing as it seeks stronger partnerships amid US trade war.

28 Oct 2025 - 6:00PMvideocam

US-China tech war

China’s lesson for the US: it takes more than chips to win the AI race

The AI war is increasingly waged among ‘hyperscalers’ – companies with full-stack capabilities across software, hardware and applications.

11 Oct 2025 - 12:05PMvideocam

China economy

China looks to silver economy, women, eco-consciousness to spur spending

Consumer sentiment remains subdued, but some growth drivers show the economy’s resilience, analyst says.

5 Oct 2025 - 1:00PM

People pass a flower shop in a trendy shopping district in Beijing on October 2, 2025. Photo: AP Photo

Artificial intelligence

Alibaba integrates Nvidia’s AI robotics tools on cloud platform

The partnership is a positive signal for Chinese companies to use AI in developing robots and humanoids, analyst Tilly Zhang says.

24 Sep 2025 - 7:30PM

Alibaba Group Holding’s cloud services unit and Nvidia unveil latest AI collaboration. Photo: Shutterstock

Yuan

China’s yuan rallies with central bank backing as worries mount over US dollar

The People’s Bank of China has nudged the yuan into a stronger position as investor concerns grow over Federal Reserve independence.

6 Sep 2025 - 10:00AMvideocam

US-China trade war

How Trump’s China tariffs pushed 2 US retailers to brink of bankruptcy

The trade war hit the businesses hard, though analyst suggests they faced challenges before Washington’s duties.

27 Aug 2025 - 11:23AMvideocam

China’s economic stimulus

China signals bolder policies to boost spending as economic headwinds rise

Premier Li Qiang called for more action to boost consumption and investment, following a concerning set of economic data for July.

19 Aug 2025 - 1:00PM

Chinese Premier Li Qiang chairs a meeting of the State, China’s cabinet, on Monday. Li called for more action to boost consumption and investment, as China strives to overcome growing economic headwinds. Photo: Xinhua

China's economic recovery

China mostly unscathed by turbulent 6 months, but 2025 still an uphill climb

Analysts said Beijing has a number of challenges to reckon with this year, but largely agreed the country can still meet its economic growth target.

2 Jul 2025 - 7:13AMvideocam

While China’s exports have been hit by US tariff increases, the overall economic picture in the first half of 2025 has remained stable. Photo: EPA-EFE