17th January 2024 While China’s economy has shown some slight improvement recently, “the recovery clearly remains shaky,” economists at Capital Economics wrote in a report. View article
China Rate Cut Steals Plenum's Muffled Thunder Ultimately, however, the buck stops at Beijing as the required heavy lifting will need to come from fiscal, not just monetary, policy. Evans-Pritchard believes the aftermath of the Plenum suggests... 23rd July 2024 · Bloomberg
Steel and GDP figures fuel scepticism over China’s data Julian Evans-Pritchard, chief China economist at Capital Economics, said he was “inclined to take [the government’s] explanation at face value”. There was something “odd” about the previous data... 22nd January 2024 · Financial Times
China is not alone in having unreliable growth data Capital Economics’s “China Activity Proxy” suggests that Beijing has been overestimating its output notably since the start of 2022. Its modelling also implies faster growth in 2023 as official data... 18th January 2024 · Financial Times
