Logo 15 Apr 2022

Deep dive | With Shanghai’s nuanced COVID approach failing spectacularly, look for the return of the iron fist

Subscribe to keep reading.

Trivium Markets keeps you briefed on the latest developments in China markets policy.

Try it free

Already a subscriber? Log in.

Shanghai’s masterclass in what not to do
In a genuinely shocking turn of events, Shanghai has found itself at the center of the world’s most prominent COVID outbreak for more than six weeks.
It’s hard to overstate what a jarring turn of events this has been. Over the past two years, it was newsworth...



More recent developments

Logo June 1, 2025
Breakdown | The weekly recap

It’s been less than three weeks since the US and China announced a 90-day tariff de-escalation – and already the détente appears to be breaking down before our eyes. At issue: Both sides are already accusing each other of not… Read More »

Logo May 22, 2025
Property roundup: Property sector recovery remains elusive

To view the roundup as a pdf, click here. The rundown Despite promising signs in late 2024, a rebound in China’s property sector has slipped out of sight. Official data on the sector, published earlier this week, point to a… Read More »

Logo May 20, 2025
Macro wrap: China’s economy powers through April

To read this macro wrap as a PDF, click here. Exec sum China’s economy carried its solid March momentum into April, beating expectations across the board. Exports were the clear standout in April’s data. Despite contending with an unprecedented 145% tariff… Read More »