China Chart Pack China Chart Pack (Mar. 25) Mounting US tariffs will add to a broader slowdown in exports this year. Domestic headwinds are also set to persist. A significant loosening of fiscal policy will help support the economy, but we don... 28th March 2025 · 0 mins read
China Chart Pack China Chart Pack (Feb. 25) We expect fiscal stimulus to keep China’s economy growing at pace over the first half of this year. But as fiscal support fades and US tariffs start to drag on exports, we think growth will start to... 28th February 2025 · 0 mins read
Event China Drop-In: 2025 NPC – Setting policy goals in a trickier global environment 1741161600 This year’s National People’s Congress (NPC) is taking place against a difficult backdrop for China’s economy; stimulus efforts have so far had only a fleeting impact on activ
China Chart Pack China Chart Pack (Jan. 25) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. The economy should accelerate over the near-term, driven by consumption-boosting policy support. But... 31st January 2025 · 1 min read
China Chart Pack China Chart Pack (Dec. 24) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. The economy should post decent growth in Q4 off the back of more forceful fiscal support. The... 19th December 2024 · 1 min read
China Chart Pack China Chart Pack (Nov. 24) The economy has already regained some momentum on the back of increased policy support. But this tailwind is unlikely to be sustained beyond a couple of quarters. And US tariffs will soon hurt China’s... 29th November 2024 · 0 mins read
Event Drop-In: Trump, OPEC, China – What’s driving oil prices in 2025? 1732719600 An oil market that has mostly looked through a year of Middle East conflict now faces fresh, Trump-shaped, uncertainty.
China Chart Pack China Chart Pack (Oct .24) The economy has already regained some momentum on the back of increased policy support. But the extent of the recovery hinges on the scale of fiscal stimulus, which remains uncertain. Our base case is... 1st November 2024 · 1 min read
China Chart Pack China Chart Pack (Sep. 24) The pivot toward stimulus reduces near-term risks and should provide some much-needed support to an economy struggling with a softening labour market and a deep property downturn. But a rebound in... 1st October 2024 · 1 min read
China Chart Pack China Chart Pack (Aug. 24) Falling house prices and a soft labour market will continue to hold back consumer spending over the coming months. And with the PBOC concerned about a bond bubble, large-scale monetary easing appears... 30th August 2024 · 1 min read
China Chart Pack China Chart Pack (Jul. 24) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China’s economy has slowed recently but we think it will regain some momentum during the second half... 2nd August 2024 · 1 min read
China Chart Pack China Chart Pack (Jun. 24) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China’s economy has regained some momentum in recent quarters and should continue to do relatively... 28th June 2024 · 1 min read
China Chart Pack China Chart Pack (May 24) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China’s economy is expanding at a decent pace, with the manufacturing sector a key source of... 30th May 2024 · 1 min read
China Chart Pack China Chart Pack (Apr. 24) China’s economy grew at a healthy pace in the first quarter of 2024. Our China Activity Proxy suggests this was on the back of strong external demand. While fiscal support should continue to keep the... 30th April 2024 · 0 mins read
China Chart Pack China Chart Pack (Mar. 24) China’s economy continued to recover in the first months of the new year. And we think fiscal support will keep supporting growth in the near-term. That said, the property sector remains a drag on the... 3rd April 2024 · 1 min read
China Chart Pack China Chart Pack (Feb. 2024) China’s economy has regained some strength recently. We expect this to continue over the coming months, on the back of support from fiscal policy and a further pick-up in household spending. But with... 29th February 2024 · 1 min read
