China’s supply-side 'anti-involution' push may hurt short-term growth but aims to cure deeper issues
Julian Evans-Pritchard of Capital Economics says Beijing’s ‘anti-involution’ drive is a necessary shock to address industrial overcapacity, though pairing it with demand-side support could soften the ...
Forbes contributors publish independent expert analyses and insights. I am the CIO of KraneShares, a China-focused ETF provider. Asian equities were mixed on rising expectations of another US interest ...
China is rolling out an “anti-involution” strategy in 2025, a sweeping policy aimed at ending years of cutthroat competition and oversupply in industries from steel and solar to electric vehicles. For ...
Forbes contributors publish independent expert analyses and insights. I am the CIO of KraneShares, a China-focused ETF provider. Asian equities retreated following yesterday’s strong gains as Vietnam ...
SHANGHAI/SINGAPORE (Reuters) -Fund manager Yang Tingwu was quick to harvest his gains after a furious July rally in Chinese steel and cement stocks, spurred by Beijing's campaign against price wars ...
Profits of China's major industrial firms returned to growth in 2025, snapping a three-year streak of declines, with emerging sectors such as equipment manufacturing and high-tech manufacturing ...
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China doesn't seem concerned about the economy; anti-involution drive needs to address fundamentals
Winnie Wu, chief china equity strategist of BofA Securities, discusses the impact of tariffs on the Chinese economy and market, the readouts from the recent Politburo meeting, and why she doesn't ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent ...
The Ministry of Industry and Information Technology (MIIT), together with the National Development and Reform Commission (NDRC), the State Administration for Market Regulation (SAMR), the National ...
For strategists at JPMorgan Chase & Co. and Goldman Sachs Group Inc. as well as money managers in Hong Kong and Singapore, an opaque term has suddenly emerged as the catchphrase for deciphering ...
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