Yuzhe He
@yuzhehe.bsky.social
He/him. Journalist. Previsouly in Fujian, Hubei, now Beijing. My Substack Newsletter on China: www.yuzhehe.com. Views not representing Xinhua News Agency "撑起两根穷骨头，养活一团春意思。"
Dr. Yang Lei (杨雷), former #China National Energy Administration official & now Deputy Dean of Peking University’s Institute of #Energy, notes the market’s key role in the new energy sector and urges solutions to issues like #overcapacity and pricing.
open.substack.com/pub/yuzhehe/...
open.substack.com/pub/yuzhehe/...
open.substack.com
June 20, 2025 at 6:42 AM
Dr. Yang Lei (杨雷), former #China National Energy Administration official & now Deputy Dean of Peking University’s Institute of #Energy, notes the market’s key role in the new energy sector and urges solutions to issues like #overcapacity and pricing.
open.substack.com/pub/yuzhehe/...
open.substack.com/pub/yuzhehe/...
Selected and translated rare #Chinese official (and semi-official) media reactions to the Xi-Trump call -- offering a glimpse into what might unfold at the London #trade talks on June 9.
Between the Xi-Trump call and the London talks www.yuzhehe.com/p/between-th...
Between the Xi-Trump call and the London talks www.yuzhehe.com/p/between-th...
Between the Xi-Trump call and the London talks
Cautious optimism is warranted, judging by the readout and recent bilateral dynamics.
www.yuzhehe.com
June 8, 2025 at 5:53 AM
Selected and translated rare #Chinese official (and semi-official) media reactions to the Xi-Trump call -- offering a glimpse into what might unfold at the London #trade talks on June 9.
Between the Xi-Trump call and the London talks www.yuzhehe.com/p/between-th...
Between the Xi-Trump call and the London talks www.yuzhehe.com/p/between-th...
Lu Ting (陆挺), @Nomura’s Chief China Economist, warns that in H2, China’s exports will face a downturn and "trade-in" programmes struggle to deliver further—pushing growth down by more than a full percentage point vs H1.
For policy recommendations, he...
open.substack.com/pub/yuzhehe/...
For policy recommendations, he...
open.substack.com/pub/yuzhehe/...
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 system reform -- to stabilize growth.
open.substack.com
May 23, 2025 at 2:09 PM
Lu Ting (陆挺), @Nomura’s Chief China Economist, warns that in H2, China’s exports will face a downturn and "trade-in" programmes struggle to deliver further—pushing growth down by more than a full percentage point vs H1.
For policy recommendations, he...
open.substack.com/pub/yuzhehe/...
For policy recommendations, he...
open.substack.com/pub/yuzhehe/...
Dr. Lu Ruquan陆如泉, president of Economics & Technology Research Institute at China National Petroleum Corporation offers a robust five-dimensional paradigm to decode China's policy language: demand, supply, innovation, institutions, and international cooperation
www.yuzhehe.com/p/a-five-dim...
www.yuzhehe.com/p/a-five-dim...
A five-dimensional paradigm to decode China's policy language
demand, supply, innovation, institutions, and international cooperation
www.yuzhehe.com
May 9, 2025 at 4:09 AM
Dr. Lu Ruquan陆如泉, president of Economics & Technology Research Institute at China National Petroleum Corporation offers a robust five-dimensional paradigm to decode China's policy language: demand, supply, innovation, institutions, and international cooperation
www.yuzhehe.com/p/a-five-dim...
www.yuzhehe.com/p/a-five-dim...
Reposted by Yuzhe He
Nice analysis by a prominent Chinese economist www.yuzhehe.com/p/lu-feng-on...
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
www.yuzhehe.com
April 25, 2025 at 12:30 PM
Nice analysis by a prominent Chinese economist www.yuzhehe.com/p/lu-feng-on...
Reposted by Yuzhe He
For those interested in the role of local governments in driving macro policy, and on recent constraints facing them, He Yuzhe has a useful summary of a recent speech by Renmin University's Yang Ruilong.
www.yuzhehe.com/p/local-gove...
www.yuzhehe.com/p/local-gove...
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 maximize the impact of macro stimulus policies
www.yuzhehe.com
May 2, 2025 at 3:41 AM
For those interested in the role of local governments in driving macro policy, and on recent constraints facing them, He Yuzhe has a useful summary of a recent speech by Renmin University's Yang Ruilong.
www.yuzhehe.com/p/local-gove...
www.yuzhehe.com/p/local-gove...