China Activity Monitor Growth stabilising The Capital Economics China Activity Proxy (CAP) signals that growth has stabilised over the last three months, albeit at a much slower pace than China has been used to. 29th September 2011 · 1 min read
China Activity Monitor Signs of summer growth revival The Capital Economics China Activity Proxy (CAP) signals that economic growth picked up in the last couple of months, supported by rapid growth in construction. 26th August 2011 · 1 min read
China Activity Monitor Growth bottoming out The Capital Economics China Activity Proxy (CAP) suggest that economic growth picked up slightly at the end of Q2, after slowing from the start of the year. 21st July 2011 · 1 min read
China Activity Monitor Growth bottoming out The Capital Economics China Activity Proxy (CAP) suggests that economic growth picked up slightly at the end of Q2, after slowing from the start of the year. 21st July 2011 · 1 min read
China Activity Monitor Economy still slowing The Capital Economics China Activity Proxy (CAP) signals that the economy slowed further last month. Annual GDP growth may still be around 9% for the current quarter, but momentum has continued to... 30th June 2011 · 1 min read
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