China Chart Pack Property market starting to cool One of the key drivers of the economic turnaround this year, the property market,is starting to cool. Growth in the prices of new residential properties slumped inOctober in the largest (tier 1 and... 18th November 2016 · 1 min read
China Chart Pack Renminbi has further to slide against US dollar Dollar strength rather than renminbi weakness has been the main driver of the latest drop in the renminbi, which has taken it to its weakest against the US dollar in over six years. In trade-weighted... 21st October 2016 · 1 min read
China Chart Pack Mortgage surge not the key driver of stronger credit Growth in long-term loans to households, which consist mostly of mortgages, has jumped since early 2015 as the property market has heated up. In contrast, growth in other loans has slowed over the... 23rd September 2016 · 1 min read
China Chart Pack G20 blues lie ahead Residents of the Yangtze River Delta (YRD) can look forward to unusually clear skies as restrictions on industry to limit pollution ahead of next month’s G20 summit come into effect. According to... 17th August 2016 · 1 min read
China Chart Pack No signs of major stress in labour market Recent data from China’s labour market corroborate evidence elsewhere that the economy has slowed since the start of 2015 but that it has avoided the collapse that many had feared. Migrant wage growth... 20th July 2016 · 1 min read
China Chart Pack China would shrug off a Brexit vote A vote by the UK to leave the EU on Thursday is unlikely to have much impact on China. The economic and financial linkages between the UK and China are small, at least as far as China is concerned. In... 17th June 2016 · 1 min read
China Chart Pack April data not all gloomy China’s April data have been met with downbeat headlines. This is not surprising given that growth in almost all the key economic indicators slowed last month. But the comparison between April and... 18th May 2016 · 1 min read
China Chart Pack Signs of a rebound in Q1 A cyclical rebound appears to be underway. Admittedly, there is no sign of a turnaround in either the official GDP figures or Q1 industrial production. But evidence elsewhere points to a policy-driven... 19th April 2016 · 1 min read
China Chart Pack “Basically stable” renminbi slides lower Three months after the People’s Bank hinted that it would in future manage the renminbi relative to a currency basket rather than the dollar the jury is still out on what this means in practice... 17th March 2016 · 1 min read
China Chart Pack Outbound tourism continues to boom The number of Chinese tourists travelling abroad continues to rise rapidly. The main destination countries recorded an average increase in visitor arrivals from China of nearly a third last year... 22nd February 2016 · 1 min read
China Chart Pack No sign of labour market fragility Evidence that China’s labour market stayed strong last year should provide some respite from concerns that the country’s economy is collapsing. China created over 13 million new urban jobs in 2015... 25th January 2016 · 1 min read
China Chart Pack Stronger end to the year One implication of the US Fed’s decision to raise interest rates is that its concerns about China have receded. Certainly, the financial market turmoil that spilled over from China to the rest of the... 18th December 2015 · 1 min read
China Chart Pack More positives than negatives in October data The latest round of Chinese data was met with plenty of gloomy headlines. We think these were overdone. The cloud over China’s economy may not have lifted but there were more positives than negatives... 17th November 2015 · 1 min read
China Chart Pack Services strength underpinning rebalancing For all the (justified) doubts over the accuracy of the headline growth rates, the third quarter GDP data provide evidence of encouraging shifts in the economy. According to the official data... 23rd October 2015 · 1 min read
China Chart Pack China sneezes, Fed gets cold feet China is growing at a slower rate than a year ago and much slower than five years ago. But the widely-held view that growth has slumped in the past few months – which seems to have been a key factor... 18th September 2015 · 1 min read
China Chart Pack Tianjin disaster to hit August data, but impact transitory Economic activity in Tianjin has yet to return to normal several days after the devastating explosions there. The city is a major industrial centre and the world’s tenth largest port. While most of... 18th August 2015 · 1 min read
