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30th Jan 2025 19:07China+Weekly Monitor

  • DeepSeek shows China can make cutting edge AI models, even if the training cost claims are murky.
  • Chinese AI firms are likely to trail closely behind cutting-edge US leaders and improve in some ways.
  • The PBoC’s asymmetric reaction function means the USD CNY downside is larger than the upside.

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Keywords for: 3 February 2025 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence