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Understanding supply distortions of critical minerals powering the green energy transition

Insights

CMG Insights - the China essentials for those interested in better understanding critical trends in policy, market and international affairs shaping China's economy.

CMG Primer

Check out our deep-dive analyses of key policy events and developments with relevance for foreign business in China.

CMG Primer

Understanding supply distortions of critical minerals powering the green energy transition

What are the key countries that possess the critical minerals and have the processing technology needed for the green energy future?

CMG Primer

Chinese government remodeled at Two Sessions 2023 – policy, people and structure

From 5 to 13 March 2023, the “Two Sessions” convened in Beijing for their first session after the 20th Party Congress. Here's our analysis.

CMG Primer

Understanding the "Taiwan-issue" – context, influencing factors and outlook

What factors, interests and ambitions of the key actors shape the situation across the Taiwan Strait medium- and long-term? Our analysis.

CMG Primer

Understanding process and key outcomes of China's 20th Party Congress

At the 20th Party Congress, the new Party leadership set the course for the coming five years. Our key take-aways for foreign business.

Pulse check for Practitioners

Check out our regular insights for China practitioners.

Practitioners’ Pulse check

BAI Chong-En: "the Chinese economy has great potential to achieve relatively high growth"

"the Chinese economy has great potential to achieve relatively high growth rates for the next five to ten years"

Practitioners’ Pulse check

Alexander Huang: "The KMT would waste no time and start to reach out to the mainland immediately"

Expert background: Dr. Alexander Huang (黄介正) Dr. Huang is a special advisor to the Chairman of Taiwan’s main opposition party, the...

Practitioners’ Pulse check

New plan to strengthen domestic consumption – top-level policy blueprint until 2035

A bigger policy effort is being announced to strengthen the role of domestic consumption as a driver for the post-pandemic economy.

Practitioners’ Pulse check

China drops “zero Covid” faster than expected – despite a largely unprepared healthcare system

As of December 7th, China has factually discontinued its “Zero Covid” policy.

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Pulse check for Practitioners