// Global Analysis Archive
China’s 2026 Two Sessions set a 4.5–5% growth target alongside record-high headline spending, signalling a pragmatic shift toward quality-first growth and more targeted demand support. Policy emphasis is moving toward household consumption, AI-led industrial upgrading and steady defence modernisation, while property weakness, local-debt pressures and labour-market disruption remain key constraints.
Taiwan’s parliament will discuss a stalled US$40 billion special defence budget on Mar 6 after opposition objections delayed review and prompted concern from 37 US lawmakers. The outcome will signal Taiwan’s ability to translate threat perceptions into funded capabilities while managing domestic political constraints and alliance expectations.
Taiwan President Lai Ching-te pledged to strengthen defence and public security in a Chinese New Year message filmed at a key radar station and featuring imagery of a domestically developed submarine in trials. The report also highlights domestic legislative resistance to Lai’s proposed US$40 billion defence spending plan, creating uncertainty over procurement timelines amid ongoing cross-strait tensions.
China’s 2026 Two Sessions set a 4.5–5% growth target alongside record-high headline spending, signalling a pragmatic shift toward quality-first growth and more targeted demand support. Policy emphasis is moving toward household consumption, AI-led industrial upgrading and steady defence modernisation, while property weakness, local-debt pressures and labour-market disruption remain key constraints.
Taiwan’s parliament will discuss a stalled US$40 billion special defence budget on Mar 6 after opposition objections delayed review and prompted concern from 37 US lawmakers. The outcome will signal Taiwan’s ability to translate threat perceptions into funded capabilities while managing domestic political constraints and alliance expectations.
Taiwan President Lai Ching-te pledged to strengthen defence and public security in a Chinese New Year message filmed at a key radar station and featuring imagery of a domestically developed submarine in trials. The report also highlights domestic legislative resistance to Lai’s proposed US$40 billion defence spending plan, creating uncertainty over procurement timelines amid ongoing cross-strait tensions.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-2121 | China’s 2026 Two Sessions: Lower Growth Target, Targeted Stimulus and an AI-Centric Rebalance | China | 2026-03-05 | 0 | ACCESS » |
| RPT-1579 | Taiwan Moves to Unblock US$40B Defence Budget Amid US Pressure and Parliamentary Deadlock | Taiwan | 2026-02-24 | 0 | ACCESS » |
| RPT-1176 | Lai Signals Taiwan Defence Push in Lunar New Year Address Amid Budget Gridlock | Taiwan | 2026-02-15 | 0 | ACCESS » |