Sinolytics Radar • Table.Briefings

August 15th, 2023

Outbound tourism recovers only slowly

China just lifted its group tour restrictions for another 78 countries, including popular destinations like the US, Japan, South Korea and Germany. The market reacted positively, with tour agency and airline stocks rising by more than 5 percent. Asia retains its appeal, hosting around 60% of Chinese outbound tourists during the first half of 2023. Long-distance travels to US and Europe are also recovering but are limited by aircraft availability and visa wait.

By Experts Table.Briefings

Sinolytics Radar

August 8th, 2023

Foreign automakers expand partnerships in China

While Chinese auto OEMs gradually extend their footprints into Europe, foreign car manufacturers are heavily investing to stay successful in the highly competitive Chinese car market. Local partnerships play an increasingly important role, especially to gain access to technology and to conduct joint product development.

By Experts Table.Briefings

Sinolytics Radar

August 1st, 2023

Investors remain skeptical

China's policymakers have taken steps to revitalize the economy by encouraging private investment and inward FDI. More than 6 months after the Zero-Covid measures were abandoned, investors still remain reluctant. They tend to be even more defensive than during 2022, when strict pandemic measures were still in place.

By Experts Table.Briefings

Sinolytics Radar

July 25th, 2023

Germany's China strategy signals change

Germany's new China strategy marks the official departure from the government's previous approach to bilateral relations with China. The analysis and proposed actions outlined in the document do not signify an abrupt shift; rather, they mirror the evolving public discourse on China witnessed over the past few years.

By Experts Table.Briefings

Sinolytics Radar

July 18th, 2023

China, USA and Germany: differences in EV subsidies

China is not the only country that utilizes government subsidies to invigorate the Electric Vehicle sector. Nations such as the United States and Germany are also providing considerable purchase grants and tax breaks. However, beyond promoting EV adoption, each country's industrial policy has different goals. Both China and the US provide incentives to encourage domestic production of vehicles and major components.

By Experts Table.Briefings

Sinolytics Radar

July 11th, 2023

Gallium and germanium: Rising demand meets export restriction

On July 3, the Chinese Ministry of Commerce released new rules requiring the issuance of permits for the export of gallium and germanium metals and their compounds. The restrictions which will take effect on August 1 will especially impact supply chains in the production of semiconductors, photovoltaic cells, LED lighting systems, and specialized telecommunications equipment.

By Experts Table.Briefings

Sinolytics Radar

July 4th, 2023

China's economy is stuck in a vicious circle

The Q2 2023 "Entrepreneurs' Survey" by the People’s Bank of China reflects entrepreneurs' expectations for current and future macroeconomic conditions. It shows dissatisfaction with the post-Covid economic recovery as well as uncertainties regarding a business-friendly policy environment.

By Experts Table.Briefings

Sinolytics Radar

June 27th, 2023

Many companies remain pessimistic

At mid-year, the major chambers of commerce published their latest business confidence surveys for China. Business confidence has sunk to its lowest point in almost a decade. Foreign enterprises have started revisiting their strategy and are beginning to implement measures to mitigate risks

By Experts Table.Briefings

Sinolytics Radar

June 20th, 2023

The EU Anti-Coercion Instrument

The EU and US are continuously expanding their catalog of trade and investment measures. One of the latest additions is the EU’s Anti-Coercion Instrument, which will come into force in autumn 2023.

By Experts Table.Briefings

Sinolytics Radar

June 13th, 2023

Local governments approach debt ceiling

China’s local government debt has continued to rise in Q1 2023. At the end of April, the debt level is closer to the ceiling set by the central government for 2023 than in the previous two years. Local governments are likely faced with a tightening budget and limited fiscal flexibility created by debt burden and debt ceiling restrictions.

By Experts Table.Briefings