China 2060

Our service

Our service tracks tangible developments and patterns in China’s policy and economic environment.

Clients receive monthly briefings, commissioned reports and interactive exchanges in packages designed to provide context and explore commercial issues.

Our monthly briefing highlights major developments and trends and has a thematic focus on disruptive or innovative influences, notably the highly dynamic energy sector.

A faculty of China specialists provide diverse insights on domestic policy and industry, as well as perspectives from Beijing, Seoul, Washington, Delhi, Tokyo, Brussels and the Middle East. 

We highlight discrepancies between rhetoric and data, what is not said and most importantly, why.

What we track and explain

  • Development and implementation of key policies, laws and regulations at the national, ministerial and provincial level

  • Five-Year Plans and net-zero policies of key state-owned enterprises

  • Renewable energy, hydrogen, battery and EV infrastructure and innovation

  • The performance of key policy initiatives e.g., electricity market pricing, national carbon markets and industry preferences

  • The geopolitics of climate change, principally concerning US and EU climate change policy as it relates to China

  • Analysis of decarbonisation trends and innovation across different sectors e.g., steel, transport, utilities, logistics

What we have done

  • Analysis of specific elements of China’s strategies and policies

  • Assessment of trends and innovation across different sectors e.g., EVs, green hydrogen

  • Identification of immediate and strategic bases for future operations

  • Consideration of risks challenging future expansion e.g., weaker local government finances, sectoral policies, preferences for self-sufficiency, government patronage

  • Soundings on in-country company perceptions

  • Analysis of vulnerability to regulatory targeting or domestic policy and development of approach to protect value and relationships

  • Formulation of China entry and exit strategies and options

  • Development of ‘China plus’ strategies and options

Our China team