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Alex Dong

Alex Dong - Research Associate

Article 2 min read

The quiet comeback of two of China’s battered sectors

As policymakers shift their attention to promoting growth, China's online gaming and tutoring sectors are returning to health - in two quite different ways.

Tina Tian + 3 others | 15 May 2024

Article 1 min read

Chart Room: China’s sportswear sector on the right track

In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand.

Alex Dong + 1 other | 4 April 2024

Article 2 min read

Chart Room: China’s heavy machine makers dig deeper overseas

China’s machinery firms are making new inroads abroad, seeking profitability that’s built to last as demand falls and competition intensifies at home.

Alex Dong | 20 September 2023

Article 5 min read

Cementing a greener future in China

We see huge environmental value in helping to set a top Chinese cement producer on a greener path.

Alex Dong + 2 others | 17 January 2023

Article 3 min read

China’s property downturn may have found a floor

The government’s will to reform a wayward real estate industry is balanced against the more urgent task of reviving a slowing economy.

Ming Gong + 3 others | 12 July 2022

Blog 2 min read

Chart Room: Digging into China’s GDP growth

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.

Mo Ji + 3 others | 21 October 2021

Podcast 46 min listen

The Investor's Guide to China podcast: Belt and Road

What China's flagship economic initiative can tell investors about the country and where it goes next.

Paras Anand + 5 others | 30 November 2020

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