Yuzhe He

Yuzhe He

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Negligible corporate-to-household dividends are China's top consumption bottleneck: economists
Another critical issue is the severe wealth gap, with the top 20% controlling 80% of savings.
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Yuzhe HE
Lu Ruquan: Five major trends & three subtle shifts amid China's energy transition
China National Petroleum Corporation Research Chief says technological and business model breakthroughs still elude China's energy transition
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Yuzhe HE
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…
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Yuzhe HE
How demographic cycles are changing China's consumption patterns
From 2010 to 2022, the 20-39 age group was both the largest contributor to consumption growth and the primary factor in the consumption slowdown…
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Yuzhe HE
Chinese foreign ministry official on 50 years of China-EU relations
DG for European affairs with China's MOFA calls for enhanced cooperation amid rising global challenges
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Yuzhe HE
A five-dimensional paradigm to decode China's policy language
demand, supply, innovation, institutions, and international cooperation
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Yuzhe HE

April 2025

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…
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Yuzhe HE
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
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Yuzhe HE
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Top economists call for fairer income distribution, stronger support for lower-income groups
"Boosting rural residents' pensions now can improve their expectations for future income, encouraging higher current spending and further supporting…
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Yuzhe HE
10
JD's CEO Richard Liu criticizes high delivery platform commissions, calls for public welfare: internal speech
"The technologies and knowledge we’ve acquired should never be used to exploit restaurant owners or delivery workers, nor to deceive or endanger…
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Yuzhe HE
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Former advisor to China's central bank calls for more govt investment
Yu Yongding stands by expansionary fiscal stance, argues investment -- not consumption -- is the true long-term engine of the economy
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Yuzhe HE
125% vs 125%, what's next for China's economic policy?
Advice from leading economists invited by the Chinese Premier to a symposium
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Yuzhe HE
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