October Digest | Part 1 — Economics, AI and Local Government

Economic Policy and the 15th Five-Year Plan | AI and Chips | Local Government and Hukou Reform | The Nobel Prize and Chinese Economics

Today’s post offers a round-up of noteworthy analyses and commentaries from October.

1. Economic Policy and the 15th Five-Year Plan:

   1. Yan Yilong on the universal value of the Five-Year Plan system as a model for economic development.

   2. Dic Lo reframing debates on Chinese overcapacity as Western underinvestment.

   3. Cui Zhiyuan on the complementary relationship between investment and consumption.

   4. Li Xunlei on how the Fourth Plenum communiqué reflects China’s shifting investment model.

   5. Wu Xiaoqiu on the mindset shift necessary for capital markets to play a more central role in China’s economy.

   6. Huang Wenzheng & James Jianzhang Liang on the economic rebalancing needed to preserve China’s core population advantage.

   7. Liu Gang on parallels between China’s rising stock market and Japan’s 1990s economic experience.

   8. Zhao Jian on the challenges that lie ahead for the implementation of the 15th Five-Year Plan.

   9. Zhou Qiren on the present necessity of radical fiscal reform and economic liberalisation in China.

2. Technology: