China Activity Monitor No sign of overheating in activity data Our China Activity Proxy (CAP) suggests that China’s economy expanded more last quarter in y/y terms than the official GDP figures showed. But q/q growth is a better guide to the strength of the... 23rd April 2010 · 1 min read
China Activity Monitor Activity slowdown argues against rapid tightening The Capital Economics China Activity Proxy (CAP) shows that activity remains strong in y/y terms. However, in the q/q terms that matter more, the pace of growth has almost halved. 22nd March 2010 · 1 min read
China Activity Monitor Is China’s growth already fading? The Capital Economics China Activity Proxy (CAP) points to surprising weakness in December. The reality is probably less worrying, but momentum is slipping. 28th January 2010 · 1 min read
China Activity Monitor Construction leading the charge The Capital Economics China Activity Proxy (CAP) suggests that China’s economy is settling back to a more sustainable pace of growth in all areas except real estate investment, where an unprecedented... 21st December 2009 · 1 min read
China Activity Monitor Service sector activity picking up Construction slowed well before the rest of China’s economy in 2008 and it has since led the recovery. But our China Activity Proxy (CAP) suggests that recovery is now entrenched across all sectors of... 23rd November 2009 · 1 min read
