Research & Analysis - Caixin Global

Aug 21, 2025 11:40 AM

Analysis: China’s Great Savings Migration Gains Steam
Low interest rates and policy shifts are pushing household funds out of deposit accounts. Historical analysis suggests the stock market could be the next destination, but late-arriving retail investors may be a sign the rally is peaking
Aug 20, 2025 12:12 PM

Analysis: China’s Tax Dragnet Closes In on Overseas Assets
Beijing is leveraging a global data-sharing agreement to systematically target citizens’ foreign investment gains. For Chinese investors, the era of ‘invisible income’ is over
Aug 19, 2025 13:22 PM

Analysis: China’s Great Savings Migration to Stocks
Trillions of yuan are poised to flow from bank accounts into the A-share market as investor confidence returns and high-yield alternatives disappear
Aug 15, 2025 11:11 AM

Analysis: The Trillion-Dollar Opportunity in China’s Aging Demographics
A growing elderly population with rising life expectancy, high net worth and strong policy support is set to fuel a boom in China’s ‘silver economy,’ from healthcare to age-friendly services
Aug 14, 2025 11:04 AM

Analysis: Behind China’s Divergence of Soaring Money and Slowing Loans
Money-supply growth beat expectations in July, but new credit fell short. This reflects a mix of structural financing changes, seasonal factors, debt-swap disruptions and a shift in how households are saving
Aug 08, 2025 10:56 AM

Analysis: Multiple Factors Boost China’s July Trade Figures
Exports and imports beat expectations, driven by pre-tariff shipment surges, a strong semiconductor cycle, and growing trade with emerging markets, even as exports to the U.S. fall
Aug 05, 2025 19:29 PM

Analysis: How China’s Property Slump Has Impacted the Economy
Real estate’s contribution to GDP has fallen significantly, but it remains a crucial part of the economy
Jul 29, 2025 17:42 PM

Analysis: Why Helping Exporters Can Ease China’s Price Problem
The tariff war is expected to hit labor-intensive industries like clothing, furniture and toys hardest, suppressing household consumption and further weighing down prices
Jul 16, 2025 19:14 PM

Analysis: The Hidden Risks in China’s Auto Surge
A puzzling divergence between car sales value and volume points to the intense competition that continues to dog the industry
Jun 13, 2025 18:30 PM

Analysis: Will China’s Downbeat Job Market Pick Up Soon?
While the government looks to boost household consumption, firms remain hesitant to hire
Jun 13, 2025 04:58 AM

Analysis: Fighting While Talking — the Next Phase of U.S.-China Trade War
Economist Luo Zhiheng looks at how the trade war between the U.S. and China might play out in the coming months
Jun 10, 2025 18:48 PM

Analysis: China’s Exports Slow as U.S. Shipments Plunge
Tariff relief fails to stem sharp U.S. declines, even as shipments to Europe and Japan gain
Jun 03, 2025 19:10 PM

Analysis: How China Could Cushion a Trade Shock With Fiscal Policy
Improving safety nets, targeting public spending, and advancing reforms could help stabilize demand and preserve fiscal
May 22, 2025 18:38 PM

Analysis: Why China’s Yuan Is Set to Strengthen
After years of weakness, the currency may be poised for a rebound as Fed rate cuts loom and corporate earnings improve
May 16, 2025 03:32 AM

Analysis: Breakdown of Local SOE Bond Financing Signals Shifting Focus
China’s SOE bonds target science and technology innovation to help stabilize economic growth
May 15, 2025 18:06 PM

Analysis: Trump’s Tariff War Will Upend Global Economic Order
Countries may defend themselves by redrawing trade and economic alliances, which could damage U.S. soft power and reduce the appeal of dollar assets as safe-haven investments
May 14, 2025 05:13 AM

Analysis: What the China-U.S. Tariff Truce Doesn’t Solve
With several key issues still pending the U.S.-China tariff negotiation is expected to be a prolonged tug-of-war
May 08, 2025 04:26 AM

Analysis: Decoding the Incremental Moves in China’s New Stimulus Package
China’s policy measures aim to stabilize market expectations and support economic recovery as trade tensions escalate
May 07, 2025 18:39 PM

China Carbon Watch: Market Gets Off to a Typically Sleepy Start for the Year
Trading volume treaded water in the first quarter, but the average price of emission allowances fell more than 11% to 86.65 yuan per ton
May 07, 2025 04:25 AM

Analysis: May Day Travel Boom by Budget-Conscious Tourists Shows Consumer Priorities in New Light
Holiday data reveals a stronger appetite from travel but takings show recovery is far from complete