China Economics Focus Will China’s fuel subsidies be the next to go? High oil prices have forced a number of Asian countries to reform their fuel subsidy programmes in the last couple of weeks. China is by far the largest oil consumer in the region and matters far more... 5th June 2008 · 1 min read
China Economics Focus How can China boost domestic demand? Rebalancing of China’s economy away from investment and heavy industry will require significant reform of the financial sector and of monetary policy, including higher (not lower) interest rates... 28th May 2008 · 1 min read
China Economics Focus What role can fiscal policy play in rebalancing China’s economy? Fiscal policy could make a significant contribution to reducing China’s massive current account surplus, though discussion of rebalancing often overlooks its potential. The government has the... 17th April 2008 · 1 min read
China Economics Focus What next for the renminbi? We expect the renminbi to rise by around 15% against the dollar this year (taking it to 6.20 yuan/$) and another 10% in 2009 (to 5.60). The faster pace of appreciation over the last few months has... 1st April 2008 · 1 min read
China Economics Focus How worried should we all be about Chinese inflation? Chinese inflation is now at its highest in 11 years, and there seems little prospect of it falling much in the next couple of months. This has set alarm bells ringing in countries that have grown... 21st February 2008 · 1 min read
China Economics Focus What should we expect from the US-China dialogue? The second meeting of the US-China Strategic and Economic Dialogue this week will be a test of US Treasury Secretary Paulson’s non-confrontational approach with China. We think he will be hard-pressed... 21st May 2007 · 1 min read
China Economics Focus How worried should we be about Chinese stock markets? China’s stock markets are overvalued but perhaps not by as much as recent gains would suggest. The equity boom started when valuations were at a low level and, although shares now look pricey compared... 10th May 2007 · 1 min read
