A glimpse into CMG’s policy analysis across political economy and foreign affairs, assessing new policies for their substance, relevance, and implications. For tailored insights and services New Battery Industry 15th Five-Year Plan What is it: Issued jointly by seven bodies (MIIT, NDRC, MOT, MOFCOM, SAMR, NEA, NRA), the sectoral 15th Five-Year plan sets 2030 goals for technological upgrading across the battery chain, including lithium batteries with 15,000-cycle life, PPB-lev

September 2026 | The September 2026 Xi-Trump meeting in Washington DC continued the trend that started in October 2025 when the two leaders met in Busan, South Korea. Since then, the US and China have succeeded keeping their relationship relatively stable by maintaining a truce in their trade war and not taking actions that the other side would regard as highly provocative, thereby deviating from a phase of escalating tensions in this bilateral relationship lasting from 2009

A glimpse into CMG’s policy analysis across political economy and foreign affairs, assessing new policies for their substance, relevance, and implications. For tailored insights and services Accelerating the Development of “Artificial Intelligence Plus Consumption” What is it: A cross-sector implementation policy promoting AI-enabled products, services and consumption scenarios, including smart devices, intelligent vehicles, robots, retail, tourism, hospitality, education and

© 2026 CMG. All rights reserved. August 2026 | On 28th August 2026, we successfully hosted the first "Staying in Dialogue with China" webinar of the 5th edition focusing on understanding China's evolving approach and priorities in industrial policymaking in the quest of a "modern industrial system" (现代化产业体系). It was our great pleasure to welcome Ms. Zhang Xiaoyan (张小燕), Vice President of the China Center for Information Industry Development (CCID), a leading governmental thin

A glimpse into CMG’s policy analysis across political economy and foreign affairs, assessing new policies for their substance, relevance, and implications. For tailored insights and services "Beautiful China" 15th Five-Year Plan What it is: Issued by the State Council, the environmental plan for 2026 to 2030 sets new national PM2.5 goals by 2035, expands the national carbon market to more industries, and pilots a new environmental protection tax for certain chemical emissions

May 2026 | China’s strategic minerals sector today - building towards an integrated exploration, production, supply, storage and sales system

April 2026 | China’s 15th Five-Year-Plan (2026-2030) was published on 13th March 2026. It is the key national macro policy framework for China’s economic and social planning for the coming five years, and its release has triggered a multi-months lasting process of devising an entire system of plans to be put forward by ministries horizontally, by local governments vertically and – especially important for foreign business – by economic policymakers sectorially. After the 14th

March 2026 | China’s chemicals sector today -between overcapacities, innovative ingenuity and decarbonization responsibility.

© 2026 CMG. All rights reserved. January 2026 | In the 5th webinar of the 4th edition of our series “Staying in Dialogue with China”, an initiative aimed at helping international businesses understand China #insideout, we were honoured to host YAO Yang, Professor and Dean of the Dishuihu Advanced Finance Institute at Shanghai University of Finance and Economics and former Dean of Peking University’s National School of Development (NSD). Prof. YAO Yang is a leading expert on C

December 2025 | Our newest CMG Primer – titled: “Understanding China’s evolving approach to export controls and implications for international business – from its first export control action in 1997 towards building geoeconomic capacity and power since 2020” – provides a strategic analysis of evolution, intents and typology of China’s evolved export controls, plus it draws strategic implications for international business. Download the CMG Primer and subscribe to CMG Insight

November 2025 | Our newest CMG Primer – titled: “Fourth Plenum”: towards more assertively shaping strategic conditions externally to better focus on “Chinese-style modernization” internally – analyzes process and key outcomes of the recently held “Fourth Plenum”, the fourth gathering of the CCP’s 20th Central Committee, taking place one year later than usual “Fourth Plenum” and thus exceptionally dealing with the agenda that is customarily foreseen for “Fifth Plenum”, namely

November 2025 | Our newest CMG Primer – titled: “Fourth Plenum”: towards more assertively shaping strategic conditions externally to better focus on “Chinese-style modernization” internally – analyzes process and key outcomes of the recently held “Fourth Plenum”, the fourth gathering of the CCP’s 20th Central Committee, taking place one year later than usual “Fourth Plenum” and thus exceptionally dealing with the agenda that is customarily foreseen for “Fifth Plenum”, namely

October 2025 | In our fourth webinar of the 2025 edition of the “Staying in Dialogue with China” webinar series which is this time dedicated to the theme of China’s next and upcoming 15th Five-Year-Plan (2026-2030), we talked to YU Tiejun, President of the Institute of International and Strategic Studies (IISS) and Professor at the School of International Studies (SIS) at Peking University (PKU). For the fourth webinar, Markus Herrmann, Co-Founder & Managing Director of CM

© 2025 CMG. All rights reserved. October 2025 | In our fourth webinar of the 2025 edition of the “Staying in Dialogue with China” webinar series which is this time dedicated to the theme of China’s next and upcoming 15th Five-Year-Plan (2026-2030), we talked to YU Tiejun, President of the Institute of International and Strategic Studies (IISS) and Professor at the School of International Studies (SIS) at Peking University (PKU). For the fourth webinar, Markus Herrmann, Co-F

July 2025 | On Thursday, July 10th 2025, China Macro Group (CMG) hosted a flash webinar to discuss the "Taiwan issue" under Trump 2.0. ...

© 2025 CMG. All rights reserved. July 2025 | On Thursday, July 10th 2025, China Macro Group (CMG) hosted a flash webinar to discuss the "Taiwan issue" under Trump 2.0. From declarations at the The Hague NATO Summit and Taiwan President Lai’s dialed-up rhetoric to the CCP’s new concept of “integrated or fused development” of Fujian province with Taiwan, TSMCs new investment in the US, former Taiwan President Ma Ying-jeou’s track 2.0 diplomacy, and persisting PLA exercises aro

July 2025 | While global trade faces headwinds from rising protectionism and trade conditionalities, Beijing continues to follow-through on its decisions from the “Third Plenum” held last July to accelerate opening-up and thereby sending a clear signal in the opposite direction. As CMG has commented earlier, China’s trade policy is not only focusing on driving more integration via bilateral FTAs and regional arrangements but the State Council has for instance also launched a

July 2025 | While global trade faces headwinds from rising protectionism and trade conditionalities, Beijing continues to follow-through...

June 2025 | In our third webinar of the 2025 edition of the “Staying in Dialogue with China” webinar series which is this time dedicated...

© 2025 CMG. All rights reserved. June 2025 | In our third webinar of the 2025 edition of the “Staying in Dialogue with China” webinar series which is this time dedicated to the theme of China’s next and upcoming 15th Five-Year-Plan (2026-2030), we talked to XIE Danxia, Associate Professor at the Insitute of Economics at Tsinghua University. Amid China’s continuously difficult post-Covid economic recovery as well as persisting structural issues such as the real estate market