The Diplomat | Author
Lizzi C. Lee
Lizzi C. Lee is a fellow on the Chinese economy at the Asia Society Policy Institute’s (ASPI) Center for China Analysis (CCA). She is a host of the New York-based independent Chinese media outlet Wall St TV. She holds a Ph.D. in Economics from MIT.
October 01, 2024
China’s Market Frenzy: Will the Euphoria Last or Fade Fast?
By Lizzi C. Lee
Beijing's policy pivots fueled a historic stock surge. Can this rally transform into a sustainable bull run, or will deep-rooted economic challenges cut it short?
September 24, 2024
A Growing Sense of Urgency: Is This Beijing’s Economic Reckoning?
By Lizzi C. Lee
Liquidity isn’t enough – China needs fiscal action and structural overhaul for a sustainable recovery.
August 26, 2024
A New ‘Band-Aid’ for China’s Property Market: Can It Stop the Bleeding?
By Lizzi C. Lee
Will Beijing's new focus on finished homes and financial lifelines for developers bring stability, or are these just temporary fixes to a deeper crisis?
August 02, 2024
China Unveils Ambitious 5-Year Plan to Overhaul the Hukou System
By Lizzi C. Lee
China aims to dismantle the hukou system and integrate rural migrants into urban economies, but challenges of infrastructure, resources, and social resistance loom large.
July 31, 2024
Crucial July Politburo Meeting Conveys Rare Sense of Urgency for China’s Leaders
By Lizzi C. Lee
The CCP leadership pledged to prioritize domestic consumption and demand, but markets remain skeptical.
July 20, 2024
Misreading China’s Third Plenum
By Lizzi C. Lee
Initial reactions miss the point of the communique. It is not designed to deliver instant solutions but to outline a comprehensive strategy.
July 10, 2024
Finance is No Longer the Darling Career in Xi Jinping’s New Economic Order
By Lizzi C. Lee
As China shifts its focus from finance to technology, the ripple effects are profound and far-reaching.
June 21, 2024
China Sets the Stage for the Third Plenum by Unveiling Financial Reforms and Monetary Policy Direction
By Lizzi C. Lee
At the Lujiazui Forum, China’s central bank chief hinted at an expanded monetary policy toolkit, while the CSRC chair emphasized support for “hard tech” and the fostering of patient capital.
June 15, 2024
Chinese Leadership’s In-House Lecture Offers Valuable Insights into China’s AI Strategy
By Lizzi C. Lee
In a lecture to China’s top legislative body, a leading computer scientist outlined a national AI strategy focused on developing the real economy and overcoming U.S. tech restrictions.
June 06, 2024
China’s Big Fund 3.0: Xi’s Boldest Gamble Yet for Chip Supremacy
By Lizzi C. Lee
The third phase of Beijing’s semiconductor policy aims to learn from past mistakes. As stakes rise, can Xi Jinping secure China’s tech future and cement his political-economic legacy?
May 29, 2024
Xi’s Rare Symposium With Business Leaders Hints at Third Plenum Agenda
By Lizzi C. Lee
President Xi Jinping’s Shandong symposium signaled a pro-reform stance. Yet, talk is cheap – the world needs more to be convinced.
May 17, 2024
Why the US Must Rethink Its Strategy to Compete With China in the EV Market
By Lizzi C. Lee
Washington should draw from Beijing’s industrial policies, avoid its pitfalls, and leverage America’s unique strengths to outshine China in the global EV market.
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