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mapping PRC recalibration: turbo-stability, de-capacity & new normal to shaky re-stabilisation. Follow our read of the PRC policy pulse https://t.co/RlMeE28nnq
Aug 6, 2025 7 tweets 2 min read
1/7 Beijing to tax bond interest Image 2/7

Beijing will tax interest on every new state treasury, local bond and policy-bank note from 8 August, ending a three-decade tax holiday.
Aug 1, 2025 5 tweets 2 min read
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October 4th Plenum to focus on economy Image 2/5

The Fourth Plenum is now set for October and will focus on the 15th 5-year plan.

Departing from the conventional agenda of Party governance and internal matters, the change underscores the Party’s concerns.

While exports and investment remain critical, Beijing is showing a marked appreciation for domestic demand.