China Chart Pack Consumption rebounds (Feb 08) After several years during which wages have grown more slowly than the economy, consumption accounted for barely a third of overall Chinese demand in 2007. But there are a couple of reasons to think... 24th February 2008 · 1 min read
China Chart Pack China’s poorest get an income boost (Nov 07) Continued high inflation is a worry for China’s monetary policy-makers. But higher prices have helped many food producers: real incomes are now growing faster in rural areas than in the cities... 26th November 2007 · 1 min read
China Chart Pack China’s export ambitions take a hit (Sep 07) The biggest winners from the recent spate of scares over Chinese exports may be Chinese consumers, who have long dealt with product safety concerns far more serious than those experienced in export... 26th September 2007 · 1 min read
China Chart Pack Higher inflation does not mean China is overheating (Aug 07) Expectation-beating GDP numbers and rapid inflation have again provoked talk of a hard landing for China. However growth close to current rates still looks sustainable. Inflation will probably climb... 26th August 2007 · 1 min read
China Chart Pack China shows first signs of domestic rebalancing (Jul 07) China’s economy does not seem to be slowing, but there are tentative signs that a long-awaited rebalancing of domestic demand from investment to consumption is underway. China’s external imbalance –... 26th July 2007 · 1 min read
China Chart Pack Chinese inflation is under control (Jun 07) The boom in Chinese stocks and, now, a sudden spike in pork prices have been interpreted by some as evidence that the authorities are losing the battle to prevent China’s huge export earnings feeding... 26th June 2007 · 1 min read
China Chart Pack Hot, but not overheating (Apr 07) China’s economy surged ahead in the first quarter with investment, consumption and trade all stronger than expected or (with the exception of consumption) hoped for. As if on cue, March inflation... 26th April 2007 · 1 min read
China Chart Pack Surge in trade surplus may only be temporary (Mar 07) The surge in China’s trade surplus in January and February grabbed the headlines. But we suspect that the jump in export growth was at least partly driven by firms bringing shipments forward to avoid... 26th March 2007 · 1 min read
China Chart Pack Unbalanced growth cannot be sustained (Feb 07) China’s economic growth should ease this year and next to an average of around 9.0% as the investment boom finally comes to an end and the trade surplus increases at a much slower rate. Fears that... 26th February 2007 · 1 min read
China Chart Pack Latest data signals continued strong growth (Oct 06) Record trade surpluses, buoyant retail sales and a renewed acceleration in electricity production are among many indicators pointing to continued strong growth throughout the second half of the year... 26th October 2006 · 1 min read
China Chart Pack Still little evidence of overheating (Aug 06) The surge in GDP growth in the second quarter has encouraged fears that the Chinese economy is about to overheat. However, there is still little hard evidence of an inflation problem. The monetary... 26th August 2006 · 1 min read
