China Activity Monitor Boost from looser pollution controls starts to fade Our China Activity Proxy (CAP) suggests that economic growth softened slightly last month after picking up in April and May. We think momentum will weaken further over the second half of this year. 26th July 2018 · 1 min read
China Activity Monitor CAP eases growth concerns Worries about China’s economic outlook have increased recently. But our China Activity Proxy (CAP) suggests that growth strengthened in May to the strongest rate so far this year. 25th June 2018 · 1 min read
China Activity Monitor Economy accelerates as pollution crackdown ends Our China Activity Proxy (CAP) suggests that economic growth accelerated in April to a seven-month high as the government’s winter pollution crackdown ended. We think this mini rebound has now run its... 23rd May 2018 · 1 min read
China Activity Monitor Growth edges up as pollution controls ease Our China Activity Proxy (CAP) suggests that the easing of the government’s pollution crackdown contributed to a pick-up in economic growth last month. But the rebound will likely prove short-lived. 20th April 2018 · 1 min read
China Activity Monitor Growth stable at the start of the year Our China Activity Proxy (CAP) suggests that growth has stabilised recently after a sharp slowdown since the middle of 2017. Economic conditions may improve in the near term as the government’s... 22nd March 2018 · 1 min read
China Activity Monitor Growth stabilises at the end of 2017 Our China Activity Proxy (CAP) suggests that economic conditions stabilised at the end of last year after a fairly sharp slowdown since the middle of 2017. Growth may pick up slightly in the near term... 25th January 2018 · 1 min read
China Activity Monitor Economy much cooler as year ends Our China Activity Proxy (CAP) suggests that economic conditions stabilised in November but with growth much weaker than it was in the middle of the year. We expect a further slowdown during 2018. 18th December 2017 · 1 min read
China Activity Monitor Growth slows Our China Activity Proxy (CAP) suggests that economic growth slowed for a third month in succession in October, dropping to the weakest pace in over a year. With property curbs biting and credit... 23rd November 2017 · 1 min read
China Activity Monitor Economy losing steam? Our China Activity Proxy (CAP) suggests that growth in China slowed last month to the weakest pace in a year. Looking ahead, with property sales cooling and officials continuing their efforts to rein... 24th October 2017 · 1 min read
China Activity Monitor Growth still holding up well Our China Activity Proxy (CAP) suggests that growth in China remained strong last month, driven by healthy domestic demand. But as officials continue their efforts to rein in financial risks and with... 26th September 2017 · 1 min read
China Activity Monitor Growth jumps in July In contrast to the weaker official activity data for July, our China Activity Proxy (CAP) suggests that growth in China picked up last month to the fastest pace in nearly four years. However, as... 28th August 2017 · 1 min read
China Activity Monitor Growth stable in Q2, but momentum slowing Our China Activity Proxy (CAP) shows that growth in China remained strong in Q2, although our new seasonally-adjusted data point to a marked slowdown in momentum since the start of the year. 25th July 2017 · 1 min read
China Activity Monitor Growth edges up in May Our China Activity Proxy (CAP) for May shows that growth edged up for the first time this year. This was due to a seasonal jump in passenger traffic around a national holiday. As officials continue... 29th June 2017 · 1 min read
China Activity Monitor Growth remains at six-month low Our China Activity Proxy (CAP) shows growth stayed in April at the slowest pace in half a year. Looking ahead, as officials continue their efforts to rein in credit risks, we think activity will slow... 24th May 2017 · 1 min read
China Activity Monitor Early signs that growth is edging down Our China Activity Proxy (CAP) suggests that growth softened slightly at the end of Q1. There are good reasons to think that this foreshadows a broader slowdown in the economy in coming quarters. 24th April 2017 · 1 min read
China Activity Monitor Growth no longer accelerating We’ve revised up our 2017 growth forecast for China following the recent run of strong data. At the same time though, the latest figures on our China Activity Proxy (CAP) suggest that the acceleration... 22nd March 2017 · 1 min read
