China Chart Pack Impact of mainland-HK bond connect likely to be small Regulators this week approved a scheme that will allow investors with brokerage accounts in Hong Kong to invest directly in mainland bond markets, set to be launched before the end of this year. But... 17th May 2017 · 1 min read
China Chart Pack Household credit boom set to slow Household borrowing has soared over recent months, largely in the form of mortgages. But this boom is probably nearing an end. Restrictions on property purchases have been reintroduced in many cities... 20th April 2017 · 1 min read
China Chart Pack PBOC tightening triggered by Fed action People’s Bank Governor Zhou Xiaochuan made clear at the National People’s Congress that the trend would be towards further monetary tightening over coming months. So today’s decision by the PBOC to... 16th March 2017 · 1 min read
China Chart Pack Consumers unruffled by fluctuations in wider economy Despite major swings in the wider economy over the past two years, growth in consumer spending appears to have been relatively stable. The latest data on retail sales in the Chinese New Year period... 15th February 2017 · 1 min read
China Chart Pack Signs of strength in labour market In contrast to China’s remarkably stable GDP figures, data on the labour market corroborate evidence from elsewhere that the economy strengthened in recent quarters. China created over 13 million new... 23rd January 2017 · 1 min read
China Chart Pack Bond rout may have gone too far Chinese bond yields have jumped in recent weeks as strong economic activity and rising inflation have led many to anticipate monetary tightening. Yields may have risen too far. The latest surge in... 14th December 2016 · 1 min read
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
