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Your Regular China Essentials


"Staying in Dialogue with China" – Transcript of Webinar #4 with Prof. LI Shi on "Social Rebalancing" (11th September 2024) #CMG-pub
September 2024 | In our fourth webinar of this year’s “Staying in Dialogue with China” series , we spoke to Prof. LI Shi, Dean of the...
Sep 17, 20242 min read


Xi's third ‘Third Plenum’ pivots to implementation, doubling down on China’s industrial ambition
July 2024 | This new CMG Primer dissects the “resolution” as the key outcome of the ‘Third Plenum’ held in July 2024, analyzing the adopted reform principles, identifying the entirely new reform measures and providing deep-dives on three topics important for foreign business in China. It concludes that China’s reforms today – in the form of the third Third Plenum for Xi Jinping as CCP General Secretary – are pivoting to the implementation level and effectiveness aspects, putt
Aug 14, 20241 min read


CMG Horizon Scan for WEF: ‘Corporate strategy making in China – six building blocks’
June 2024 | In times of a rapidly evolving strategic business context in China, CMG’s cross-cultural vantage point and our experience in...
Aug 14, 20241 min read


Xi's third ‘Third Plenum’ pivots to implementation, doubling down on China’s industrial ambition #CMG-pub
July 2024 | This new CMG Primer dissects the “resolution” as the key outcome of the ‘Third Plenum’ held in July 2024, analyzing the...
Aug 13, 20241 min read


"Staying in Dialogue with China" – Transcript of Webinar #3 with Prof. WANG Zhengxu on "Economic Security" (19th June 2024)
June 2024 | In our third webinar of this year’s “Staying in Dialogue with China” series , we spoke to Prof. WANG Zhengxu, Professor at the Department of Political Science, School of Public Affairs at Zhejiang University about China’s “economic security” as a third structural transition as per CMG’s conceptual framework of China’s political economy. From adopting the two policy concepts “holistic view of national security” (总体国家安全观) at the 19th Party Congress in 2017 and “co
Jun 26, 20242 min read


"Staying in Dialogue with China" – Transcript of Webinar #3 with Prof. WANG Zhengxu on "Economic Security" (19th June 2024) #CMG-pub
June 2024 | In our third webinar of this year’s “Staying in Dialogue with China” series , we spoke to Prof. WANG Zhengxu, Professor at...
Jun 25, 20242 min read


Third Plenum: Focus on 9 reform areas – no drastic policy change expected
The "Third Plenum" – the third plenary session of the 20th Central Committee of the Chinese Communist Party (CCP) – is a pivotal meeting...
Jun 16, 20245 min read


To what extent is China’s diplomatic offensive towards Europe working?
President Xi has visited Europe between 5th and 10th May for the first time in five years, with stops in France, Serbia and Hungary –...
May 13, 20244 min read


DPC report “Reverse Dependency: Making Europe’s Digital Technological Strengths Indispensable to China”
May 2024 | In a world where economic interdependencies increasingly run the risk of being weaponized amid an intensifying US-China competition, the EU has in recent months also been accelerating efforts to strengthen the Union’s economic security and technological sovereignty. But, as most “technology ecosystems” rely on a transnational division of labor, an outright decoupling from China is neither feasible nor desirable. Instead, the report proposes the EU complement its
May 13, 20241 min read


Michael Settelen: “China today may arguably be investing more than any other country into quantum technologies”
Expert background: Michael Settelen – CMG Senior Consultant Michael is Senior Consultant with CMG. Before that, he worked in different...
May 13, 20245 min read


"Staying in Dialogue with China" – Transcript of Webinar #1 with Prof. WANG Yong on "Economic Transition and Industrial Upgrading" (5th April 2024)
April 2024 | After 45 years of exceptional development and growth, structural complexities in Chinas political economy are becoming increasingly challenging, calling for policymakers to skillfully navigate China’s economy towards the proclaimed ‘High-Quality-Development’. To make sense of these complexities and potential policy conundrums that shape the strategic context for foreign business, CMG looks at China’s political economy and evolving policy environment by way of six
Apr 19, 20242 min read


"Staying in Dialogue with China" – Transcript of Webinar #1 with Prof. WANG Yong on "Economic Transition and Industrial Upgrading" (5th April 2024) #CMG-pub
April 2024 | After 45 years of exceptional development and growth, structural complexities in Chinas political economy are becoming...
Apr 18, 20242 min read


New EUCCC-CMG report “Riskful thinking – navigating the politics of economic security” (English/Chinese)
April 2024 | Amid an almost inflationary use of the term ‘de-risking’ as of recent, this report attempts to shed light on the distinct motives, ambitions and operational implementation of ‘risk management’ deployed by Brussels, Beijing and Washington respectively and what they mean for European business in China. Notably, it comes with a mapping of the key strategies adopted by European business operating in China to respond – among others – to this more complex policy contex
Apr 3, 20241 min read


China's risk management – ‘Coordinate development and security’
April 2024 | To better understand origins, motives and measures of China’s ‘risk management’ and complement the the EUCCC-CMG report "Riskful thinking - navigating the politics of economic security" , we further share background materials specifically on how China has been implementing risk management. It also makes the point that the 14th Five-Year-Plan has been the systemic shift in China’s political economy rendering risk management a top-level policy and implementation pr
Apr 3, 20241 min read


ZHOU Zheng: “Concerns and confusion have emerged as to whether China could close the door to FIEs”
Expert background: ZHOU Zheng (周正) – CMG Senior Analyst Zheng is Senior Analyst with CMG and a finance and investment specialist with...
Apr 3, 20245 min read


China’s model of economic transition and industrial upgrading will face headwinds
This year, China’s “Two Sessions” have been particularly important to understand where the Chinese economy is heading as it marked the...
Mar 25, 20242 min read


Two Sessions 2024 - Strengthening proactive and better coordinated economic policy
March 2024 | As expected, this year's 'Two Sessions' didn't bring any major surprises in terms of policy. Amid a weak economy, a shrinking real estate sector and ongoing 'de-risking' tendencies, it focused strongly on economic issues, with the new concept of "new quality productive forces" featuring central in several of the meetings, underlining the urgency Beijing attaches to industrial upgrading. To achieve the ambitious goal of "around 5%" GDP growth as announced by Pre
Mar 15, 20241 min read


Two Sessions 2024 - Strengthening proactive and better coordinated economic policy #CMG-pub
March 2024 | As expected, this year's 'Two Sessions' didn't bring any major surprises in terms of policy. Amid a weak economy, a...
Mar 15, 20241 min read


Ahead of the 2024 ”Two Sessions”
What policy change will the 2024 "Two Sessions" bring one year after a major government reshuffle following the 20th Party Congress?
Feb 27, 20244 min read


Prof. YAO Yang: “How do we make sense of China’s economic achievements over the past few decades?”
Expert background: Prof. Dr. YAO Yang (姚洋) – one of China’s leading economists Prof. YAO Yang is Liberal Arts Chair Professor at the...
Feb 27, 20242 min read
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