China Activity Monitor Gradual slowdown, not hard landing The Capital Economics China Activity Proxy (CAP) shows growth continuing steadily to decline, but none of the component indicators give any reason to think that China is facing a hard landing. 26th May 2011 · 1 min read
China Activity Monitor Growth stabilising The Capital Economics China Activity Proxy (CAP) suggests that economic growth is stabilising. Neither overheating nor a hard landing appears an imminent threat. 27th April 2011 · 1 min read
China Activity Monitor Activity growth levelling out The Capital Economics China Activity Proxy (CAP) provides further evidence that economic growth has levelled out over the last quarter. Market worries about overheating and dramatic monetary... 25th March 2011 · 1 min read
China Activity Monitor Early signs of activity slowdown The Capital Economics China Activity Proxy (CAP) suggests that activity slowed in the final weeks of 2010. This is further evidence that the economy is not overheating. 31st January 2011 · 1 min read
China Activity Monitor Growth accelerating at end of year The Capital Economics China Activity Proxy (CAP) suggests that the economy is growing faster than its sustainable rate at the end of 2010. With the government focused on maintaining rapid growth... 23rd December 2010 · 1 min read
China Activity Monitor Rebound continues The Capital Economics China Activity Proxy (CAP) points to a continued, broad-based rebound in the economy that provides space for policymakers to tighten without significantly undermining growth. 25th November 2010 · 1 min read
China Activity Monitor Construction supporting economic rebound The Capital Economics China Activity Proxy (CAP) confirms the recent acceleration in quarterly growth that emboldened policymakers to hike interest rates last week. But it also shows that the... 28th October 2010 · 1 min read
China Activity Monitor Real estate supporting summer rebound The Capital Economics China Activity Proxy (CAP) suggests that growth has picked up after bottoming out over the summer, with support coming from a surprising source. 23rd September 2010 · 1 min read
China Activity Monitor Heavy industry leading slowdown The Capital Economics China Activity Proxy (CAP) suggests that commodity-intensive heavy industry is slowing, but other sectors are helping to cushion the downturn. 21st July 2010 · 1 min read
China Activity Monitor On course for a soft landing The Capital Economics China Activity Proxy (CAP) suggests that GDP growth slowed to a little over 10% y/y in the second quarter. A soft landing appears to be underway, although weakness in... 28th June 2010 · 1 min read
China Activity Monitor Overheating concerns still misplaced The Capital Economics China Activity Proxy (CAP) suggests that growth has slowed to near China’s sustainable rate. Headline GDP growth will drop to a similar pace over the quarters ahead, without any... 24th May 2010 · 1 min read
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
