Commentators discuss the significance of new GDP and per-capita income targets unveiled at the 18th National Congress of the Chinese Communist Party in Beijing.
Politics
Early Congress signals
The messages emanating from key speeches to Congress delegates generally suggest a continuation of policies and reforms already underway.
Focus on reform
On the eve of the 18th Party Congress, a broad consensus is forming at policy advisor level for accelerated reforms.
US probes Huawei and ZTE’s expansion plans
Efforts by Huawei and ZTE (000063:SZ), two Chinese telecommunication equipment manufacturers, to break into the American market have hit an obstacle in the form of a draft report from a US congressional committee labelling the companies as threats to US security, who should be restricted from doing business in the country. The report also recommends that any mergers or acquisitions involving the companies be probed. Given the impending US presidential election, the move has been viewed with suspicion in China as being less to do with Chinese companies conforming to specific American legislation and more to do with the universally opportunistic nature of politicians.
Credit drives car sales
Plentiful auto loans help underpin the resilience of car demand in spite of a big hit to Japanese brand sales.
The implications of Bo Xilai’s trial
Leading commentators discuss the issues at play around former Chongqing Communist Party secretary Bo Xilai's impending trial
Bargains and compromise in run up to congress
With the 18th Party congress set to get underway in November, the most likely outcome is a compromise on policies and personnel between rival groups
Stabilisation is the word
Our recent proprietary survey data indicates a stabilisation of economic growth, making a soft-landing in 4Q12 increasingly likely
Anti-Japanese protests escalate
Economists have been debating the likelihood and impact of prolonged Sino-Japanese trade disruption following recent violent anti-Japanese protests in a number of Chinese cities.
Complexities abound
An upturn in housing construction offers hope that economic activity is stabilising, but geopolitical turbulence is clouding China's near-term outlook.
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