The Year of the Snake begins with China’s domestic economy still struggling to gain its footing, even as its booming export sector faces another increase in US tariffs. And now one of its homegrown LLMs appears to be posing a direct challenge to American AI leadership.
To assess what this all means for the China macro story, as well as for the process of global economic fracturing, economists from our China and financial markets teams will be holding this special briefing on the key issues for the coming year. During this 20-minute briefing, the team will be highlighting recent research findings as they answer your questions on key issues, including:
- How Trump’s tariffs policy will affect China’s export economy;
- What our proprietary China Activity Proxy says about the Chinese economic outlook;
- What DeepSeek’s emergence signals about the trajectory of US-China competition and global fracturing;
- How the renminbi, Chinese bonds and equities will perform in this tumultuous environment.
Please note you must be logged in to register for this Drop-In. If you do not have a subscription but would like to attend, please contact events@capitaleconomics.com