Jeremy Mark

Mar 11, 2024 | atlanticcouncil.org | Jeremy Mark

China Economy & Business Fiscal and Structural Reform Politics & Diplomacy China is failing to address its economic challenges China’s National People’s Congress completed its 2024 session this week with nary a word about addressing the country’s most serious economic problems. The government did announce economic targets for the coming year and expounded upon its lofty pursuit of high-tech industrialization. But the week of meetings offered no real insight into how Chinese leader Xi Jinping...

Feb 9, 2024 | atlanticcouncil.org | Jeremy Mark

China Economy & Business Financial Regulation International Financial Institutions International Markets China’s stock market collapse is the end of the road for many foreign investors The long-running collapse of Chinese stocks has wiped out trillions of investment dollars and delivered another blow to an economy beset by property crisis, slow growth, and deflation, and has added uncertainty about Beijing’s very support for money-making. It may be the last straw for foreign institutional...

Feb 5, 2024 | atlanticcouncil.org | Niels Graham |Jeremy Mark

Issue Brief February 5, 2024 • 10:00 am ET China Pathfinder update: Lack of policy solutions in second half of 2023 belies official data By GeoEconomics Center and Rhodium Group Through the second half of 2023, the gap between China’s impressive official data and visibly underwhelming consumer demand, unresolved local government debt problems, and an unprecedented drop in foreign direct investment was stark. The China Pathfinder framework scans for evidence of market policy reorientation to...

Jan 10, 2024 | atlanticcouncil.org | Jeremy Mark

China Economy & Business Financial Regulation Fiscal and Structural Reform Indo-Pacific Macroeconomics China’s local government debts are coming due Local government financing isn’t usually seen as a cornerstone of nation building, but China’s unsteady economic fortunes literally rest on its deeply indebted provinces, cities, and counties. More than any other major country, China’s ability to build infrastructure, fund technology, and provide social services relies on bureaucrats far from...

Nov 17, 2023 | atlanticcouncil.org | Jeremy Mark |Niels Graham

China Economy & Business Indo-Pacific International Markets Taiwan Trade Relying on old enemies: The challenge of Taiwan’s economic ties to China Introduction Coercion and codependence Semiconductors as an economic bastion Taiwan’s expanding trade horizons Vulnerabilities on the home front The international dimension Conclusion and recommendations About the authors Global attention to Taiwan tends to focus on China’s military threats and punitive economic actions. Combined with US officials’...