China Activity Monitor Growth surges to fastest in over three years The Capital Economics China Activity Proxy (CAP) suggests that growth accelerated for a ninth consecutive month in December to the fastest in more than three years. For the first time since 2011, our... 24th January 2017 · 1 min read
China Activity Monitor Fastest growth since 2013 The Capital Economics China Activity Proxy (CAP) suggests that the economy has continued to accelerate sharply. In fact, we estimate that output is currently expanding at a pace not too far short of... 22nd December 2016 · 1 min read
China Activity Monitor Growth accelerates above trend The Capital Economics China Activity Proxy (CAP) suggests that growth accelerated for a sixth straight month in October to the fastest pace in nearly three years. Our growth estimate is now only a... 22nd November 2016 · 1 min read
China Activity Monitor Strong pick-up in Q3 The Capital Economics China Activity Proxy (CAP) suggests that economic growthrose in Q3 to the fastest since 2014. However, with credit growth now starting toslow and the government taking steps to... 25th October 2016 · 1 min read
China Activity Monitor Recovery continues The Capital Economics China Activity Proxy (CAP) suggests that growth accelerated further last month to the fastest since 2014. 21st September 2016 · 1 min read
China Activity Monitor Heating up The Capital Economics China Activity Proxy (CAP) points to a further acceleration in growth last month. Recent unusually hot weather may have played a part in lifting the CAP by giving a short-lived... 25th August 2016 · 1 min read
China Activity Monitor Stronger end to Q2 The Capital Economics China Activity Proxy signals that economic growth was stable in Q2 but it does appear to been accelerating at the end of the quarter, which supports the view that a pick-up is on... 25th July 2016 · 1 min read
China Activity Monitor Recovery still elusive The Capital Economics China Activity Proxy points to a pick-up in growth in May, but not the strong turnaround that policy support might have been expected to deliver by now. While growth should still... 27th June 2016 · 1 min read
China Activity Monitor April data dampen hopes for strong rebound The April data were disappointing after earlier signs pointed to strength in the first quarter of the year. Our China Activity Proxy suggests that growth has remained stable rather than accelerated... 26th May 2016 · 1 min read
China Activity Monitor Q1 saw fastest growth since 2014 There was a broad-based turnaround in China’s economy last quarter. Worries about structural imbalances continue to cast a shadow over medium-term prospects but the outlook for the rest of this year... 27th April 2016 · 1 min read
China Activity Monitor No rebound yet Our China Activity Proxy (CAP) suggests that growth held up at the start of 2016, but did not rebound as we had hoped. Nonetheless, we still think that a looser policy stance means the data is more... 30th March 2016 · 1 min read
China Activity Monitor An underwhelming end to a difficult year Our China Activity Proxy (CAP) suggests growth slowed sharply at the start of 2015 and ended the year without seeing much of a recovery. That said, growth does appear to have stabilised rather than... 27th January 2016 · 1 min read
China Activity Monitor Growth edges higher Our China Activity Proxy (CAP) points to a small uptick in growth in November. With the leadership pledging additional policy support, a more robust turnaround seems likely soon. 22nd December 2015 · 1 min read
China Activity Monitor No rebound yet but growth still stable Our updated China Activity Proxy (CAP) suggests that growth remained broadly stable last month. The rebound we are expecting has not yet materialised but there is no sign of the slump in growth that... 26th November 2015 · 1 min read
China Activity Monitor Growth broadly stable at end of Q3 Our updated China Activity Proxy (CAP) continues to suggest that the economy is expanding markedly slower than the official figures claim. However, it remains consistent with our view that, after... 29th October 2015 · 1 min read
China Activity Monitor Growth fears at odds with stronger activity data Many remain worried that China is in the midst of a deepening economic crisis, particularly after the US Fed voiced its concerns last week. But these fears are overblown. Our updated China Activity... 22nd September 2015 · 1 min read
