Two Sessions
Macro
Markets
Beijing Sets Lowest Growth Target on Record as Policy Pivot Takes Shape
China's Two Sessions unveil a 4.5-5% GDP target and RMB 12 trillion fiscal deployment—signaling restraint amid trade tensions and the launch of a manufacturing-first industrial strategy through 2030.
Geopolitics
China’s Two Sessions Open Under Shadow of Tech Ambitions and Economic Rebalancing
Global investors await signals from Beijing's annual parliamentary session on AI governance, semiconductor policy, and the size of stimulus measures as China attempts to balance strategic technology goals against a weakening consumer economy.