China Market Intelligence

February 5th, 2024
By John Clark and Greyson Mann

US and Chinese officials are meeting more frequently than in recent years, thanks in large part to the over a dozen working groups and dialogues established or restarted amid a thaw in bilateral relations that began in 2023. These mechanisms were established to address global and bilateral issues relating to economics and trade, military-to-military communications, climate change, counternarcotics, and more.

February 5th, 2024
By Zach Tomatz

US-China technology competition is expected to continue unabated in 2024. In high tech, both governments continue to de-risk their economies from the other’s through industrial policy and export controls, which have spilled over into previously uncontrolled sectors, such as cloud computing. These measures have exposed certain companies to the twin pressures of export restrictions and import substitution, which may have significant impacts on company operations.

January 25th, 2024
By Allison Lapehn and Lance Yau

China's National Bureau of Statistics published the latest economic data for the fourth quarter of 2023 to cap off the year. This information will be crucial to shaping China's economic policies for the upcoming year. While China technically exceeded its GDP growth target, maintaining this growth rate moving forward will be difficult given the many headwinds the economy is facing.

January 25th, 2024
By Greyson Mann

Multiple states in the United States are considering passing legislation to regulate land purchases by Chinese entities in 2024. This is a continuation of a pattern that began last year that reflects broader tensions between the United States and China. Both Republicans and Democrats have expressed concerns about perceived Chinese influence in local political and economic affairs. This trend will continue to galvanize efforts to view property and land as national security.

January 25th, 2024
By Allison Lapehn

As 2024 begins, it is essential to understand how dynamics between the United States and China changed over the course of last year. At the start of 2023, China had only just begun unwinding its zero-COVID policies. This sparked a mix of excitement and apprehension; while some expected a rush of visitors and investors, others foresaw a slower restart due to lingering uncertainty.

January 11th, 2024
By Kyle Sullivan
Recent updates to an export control catalog capped off an active year in Chinese rulemaking. The ban on exporting rare earth processing technology is unlikely to lead to dramatic disruptions in the global rare earth supply chain in the near term.
January 10th, 2024
By Yan Yu

Last August, China’s State Council released Document No. 11, also called the 24 Measures, which outlines measures to attract and utilize foreign investment in China. Several of the measures speak to long-held concerns of the US business community, including cross-border data transfer, government procurement, and intellectual property (IP) theft.

January 10th, 2024
By Rory Murphy

Senate Majority Leader Chuck Schumer (D-NY) has set a goal of passing a comprehensive China bill by year's end. Select Committee on the CCP Chairman Mike Gallagher (R-WI), has said the same, and it remains to see whether either will be able to rally enough support in their respective Houses.

December 22nd, 2023
By Craig Allen

Thank you to all who partnered on and joined our Jubilee Gala in Washington last week, as well as those who were a part of our 50th anniversary galas in Beijing and Shanghai earlier this year. I was honored to be in the company of so many members, USCBC alum, friends, China scholars, and officials from both the United States and China.

December 15th, 2023
High-quality development, economic stability, and preventing risk emerged as key themes at the annual economic planning conference. Policymakers pledged to address cross-border data issues and to expand market access in telecommunications and medical services—all longstanding issues for USCBC members.