November Digest | Part 1 - Economics, AI and Society
Chinese Economy | Society and Governance | Young People | AI and Chipmaking
Today’s post offers a round-up of noteworthy analyses and commentaries from November.
Peng Wensheng on the new model for recycling trade surpluses through overseas expansion.
Luo Zhiheng on the shift of China’s export profile amid trade tensions and global industrial upgrading.
Zhang Jun on the vital importance of addressing deflation and low consumption during the next five years.
Liu Yuanchun on why low service-sector consumption, rather than low consumption overall, is the salient issue in China’s domestic economy.
Weng Yi on what the expanded benefit contribution for delivery drivers reveals about China’s emerging social security model.
Miao Yanliang on the window of opportunity for RMB exchange rate liberalisation offered by the dollar’s downward cycle.
Wang Yuzhu and Zhang Ziyi on the impracticality of safeguarding US dollar hegemony through stablecoin issuance.
Li Yang on the shift from bank deposits to capital markets as the main source of capital in the Chinese econom…