Subsidies

Geopolitics Macro

OECD Quantifies China’s Subsidy Edge at 8:1, Exposing WTO’s Structural Failure

New data reveals Chinese firms received up to eight times more state support than Western competitors across two decades, with subsidies reaching 10% of revenue in strategic sectors.

7 min read ·
Macro Markets

BYD’s Profit Collapse Exposes China’s Subsidy-Dependent EV Model

Net profit down 19% as subsidy withdrawal reveals structural fragility beneath China's electric vehicle dominance.

8 min read ·
Geopolitics Macro

China’s Q1 Growth Surprise Resets Trade War Calculus

Beijing's 5.4% GDP expansion defies Western forecasts and strengthens its negotiating position as Washington weighs next-phase tariffs on strategic industries.

9 min read ·