China Activity Monitor Economy loses momentum coming into Q3 Our China Activity Proxy (CAP) adds to evidence elsewhere that growth slowed in July after a strong end to Q2. Construction of affordable housing has helped shore up activity in the property sector... 22nd August 2014 · 1 min read
China Activity Monitor Economy was gaining momentum at end of Q2 Our China Activity Proxy (CAP) suggests that there was a strong rebound in economic growth at the end of Q2. The property sector remains a drag, but this was more than offset by relatively broad-based... 29th July 2014 · 1 min read
China Activity Monitor GDP growth steady in Q2 Our China Activity Proxy (CAP) suggests that economic growth stabilised in Q2 and on this basis we expect official GDP growth to come in close to Q1’s 7.4% y/y. The weakness in real estate is... 20th June 2014 · 1 min read
China Activity Monitor Property downturn yet to lead to broader weakness Our China Activity Proxy (CAP) suggests that, although heavy industry and real estate are showing signs of weakness, broader economic activity is holding up relatively well. 21st May 2014 · 1 min read
China Activity Monitor Downward pressures easing, but not for long Our China Activity Proxy (CAP) suggests that growth stabilised during the course of the first quarter. Nonetheless, we expect weakness in real estate construction to cause the economy to slow again... 29th April 2014 · 1 min read
China Activity Monitor China’s growth slowing to 7.5% in Q1 Our China Activity Proxy (CAP) suggests that renewed fears of a hard landing are overdone and that, although the economy has slowed going into this year, the rate of slowdown does not warrant a... 21st March 2014 · 1 min read
China Activity Monitor GDP data still overestimating China’s growth The Capital Economics China Activity Proxy (CAP) remains at odds with the official GDP figures, suggesting that the economy slowed by more and was growing at a slower pace in Q4 than the official data... 30th January 2014 · 1 min read
China Activity Monitor GDP growth slowing in Q4 The Capital Economics China Activity Proxy (CAP) suggests that GDP growth has slowed to around 7.5% y/y in the final quarter of the year. 17th December 2013 · 1 min read
China Activity Monitor Industry still strong, but growth elsewhere slowing The Capital Economics China Activity Proxy (CAP) signals that the economy has slowed for a second successive month, despite continued strength in industry. 20th November 2013 · 1 min read
China Activity Monitor Momentum fading The Capital Economics China Activity Proxy (CAP) suggests that the summer rebound in growth came to an end in September, as momentum in the state sector that had led the recovery began to fade. 23rd October 2013 · 1 min read
China Activity Monitor Summer surge The Capital Economics China Activity Proxy (CAP) signals that growth has continued to accelerate. But most of the strength is coming from a relatively narrow segment of the economy – heavy, state-led... 20th September 2013 · 1 min read
China Activity Monitor Broader signs of rebound The latest Capital Economics China Activity Proxy (CAP) suggests that economic conditions have started to thaw across key sectors of the economy. 21st August 2013 · 1 min read
China Activity Monitor Better news late in Q2 The Capital Economics China Activity Proxy (CAP) suggests that economic activity regained some momentum in June. This may disappoint those hoping for a stimulus response to the slowdown, while also... 23rd July 2013 · 1 min read
China Activity Monitor Q2 GDP growth to fall further The May reading of the Capital Economics China Activity Proxy (CAP) suggests that growth has continued to slow in y/y terms. With no rebound yet apparent, we are revising down our forecasts for GDP... 20th June 2013 · 1 min read
China Activity Monitor Weak start to Q2 The April reading of the Capital Economics China Activity Proxy (CAP) dampens hope of a quick turnaround in growth this quarter. Worries over avian flu may have played a small part in suppressing... 22nd May 2013 · 1 min read
China Activity Monitor Weak to the end of Q1 The Capital Economics China Activity Proxy (CAP) suggests that the economy remained weak throughout Q1. The fading of a “leap year effect” made little difference: last quarter’s slowdown was not... 23rd April 2013 · 1 min read
