Yuzhe He

Quite a chart via @iea.org

29.06.2025 15:39 — 👍 4    🔁 2    💬 0    📌 0

Dr. Yang Lei (杨雷), former #China National Energy Administration official & now Deputy Dean of Peking University’s Institute of #Energy, notes the market’s key role in the new energy sector and urges solutions to issues like #overcapacity and pricing.

open.substack.com/pub/yuzhehe/...

20.06.2025 06:42 — 👍 1    🔁 0    💬 0    📌 0

Between the Xi-Trump call and the London talks Cautious optimism is warranted, judging by the readout and recent bilateral dynamics.

Selected and translated rare #Chinese official (and semi-official) media reactions to the Xi-Trump call -- offering a glimpse into what might unfold at the London #trade talks on June 9.

Between the Xi-Trump call and the London talks www.yuzhehe.com/p/between-th...

08.06.2025 05:52 — 👍 1    🔁 0    💬 0    📌 0

He argues export headwinds mean stabilizing the property market is critical. Rate cuts & other conventional tools won't suffice—China needs moves like debt clearance. And with trade-in program underperforming, he's urging social security reform to boost rural residents’ pensions.

23.05.2025 14:10 — 👍 0    🔁 0    💬 0    📌 0

Top economist on China's near-term economic outlook and policy pathways Lu Ting, Chief China Economist at Nomura, advocates bold measures -- debt clearance to shore up the housing market and comprehensive social-security system reform -- to stabilize growth.

Lu Ting (陆挺), @Nomura’s Chief China Economist, warns that in H2, China’s exports will face a downturn and "trade-in" programmes struggle to deliver further—pushing growth down by more than a full percentage point vs H1.

For policy recommendations, he...

open.substack.com/pub/yuzhehe/...

23.05.2025 14:09 — 👍 1    🔁 0    💬 1    📌 0

A five-dimensional paradigm to decode China's policy language demand, supply, innovation, institutions, and international cooperation

Dr. Lu Ruquan陆如泉, president of Economics & Technology Research Institute at China National Petroleum Corporation offers a robust five-dimensional paradigm to decode China's policy language: demand, supply, innovation, institutions, and international cooperation

www.yuzhehe.com/p/a-five-dim...

09.05.2025 04:09 — 👍 1    🔁 0    💬 0    📌 0

Lu Feng on China's six trade surplus peaks, their reasons and implications along with nine features of China's most recent trade surplus since 2021

Nice analysis by a prominent Chinese economist www.yuzhehe.com/p/lu-feng-on...

25.04.2025 12:30 — 👍 2    🔁 2    💬 1    📌 0

Local governments key to China's macro stimulus policy effectiveness Prof. Yang Ruilong of Renmin University of China: Local governments' shrinking investment, expenditure & growth-driving capacities call for reform to maximize the impact of macro stimulus policies

For those interested in the role of local governments in driving macro policy, and on recent constraints facing them, He Yuzhe has a useful summary of a recent speech by Renmin University's Yang Ruilong.
www.yuzhehe.com/p/local-gove...

02.05.2025 03:41 — 👍 22    🔁 1    💬 0    📌 0