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?

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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

China Chart Pack

China Chart Pack (Jan. 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...

31st January 2024 · 1 min read

China Chart Pack

China Chart Pack (Dec. 2023)

China’s economy has regained some strength recently. We expect this to continue into 2024, on the back of support from fiscal policy and a further pick-up in household spending. But with property...

28th December 2023 · 1 min read

China Chart Pack

China Chart Pack (Nov. 2023)

China’s economy is making headway again after stalling during the summer. A step up in policy support looks set to deliver a modest cyclical recovery but trend growth remains under pressure.

28th November 2023 · 1 min read

China Chart Pack

China Chart Pack (Oct. 2023)

China’s economy is regaining some momentum after stalling during the summer. A step up in policy support looks set to deliver a modest cyclical recovery but trend growth remains under pressure.

30th October 2023 · 1 min read