China Economics Update Foundations weak for a property turnaround Against the backdrop of a strengthening economy, confidence in the prospects of China’s crucial real estate sector has also been heating up recently. But digging a little deeper in this China Watch we... 30th September 2013 · 1 min read
China Economics Update Service sector reform edges further forward Recently-implemented tax reforms should remove some of the disadvantages that have slowed the growth of China’s service sector and thereby deepened its economic imbalances. 25th September 2013 · 1 min read
China Economics Update China’s unwelcome rebound Evidence of an economic revival over the summer has settled the nerves of the many China watchers who had been worrying about an imminent crash. Those earlier fears were probably exaggerated, but the... 23rd September 2013 · 1 min read
China Economics Update The view from the ground – Q3 2013 Investors and policymakers have been sounding more upbeat on China’s economicprospects recently. But sentiment among Chinese businesses appears still to beweakening. Meanwhile, Chinese households are... 18th September 2013 · 1 min read
China Economics Update How important is the Shanghai Free Trade Zone? The free trade zone about to be set up in Shanghai is intended as a testing ground for new policies, with a focus on liberalising the service sector, and financial services in particular. Successful... 13th September 2013 · 1 min read
China Economics Update Encouraging signs on inflation and foreign demand Today’s inflation data added no additional pressure for monetary tightening while the weekend’s export data provided further evidence of a revival in foreign demand. 9th September 2013 · 1 min read
China Economics Update Inflation Monitor (Sep.) Consumer price inflation stabilised over the summer and, while it is still likely to rise later in the year, the outlook is even more benign than we had anticipated a few months ago. We are lowering... 6th September 2013 · 1 min read
China Economics Update Gains from interest rate liberalisation being overplayed High hopes are being pinned on interest rate liberalisation to inject some vitality into China’s economy. But the full gains from liberalisation will only be realised if the government is willing to... 30th August 2013 · 1 min read
China Economics Update China bucks Asian market turmoil China’s financial markets have remained stable in August despite the turmoilelsewhere thanks to capital controls and the release of some positive economic data.However, Hong Kong equities have... 29th August 2013 · 1 min read
China Economics Update Growth in Hong Kong set for gradual recovery Hong Kong GDP figures for the second quarter show the economy remains subdued. Over the next couple of years, with the global economy set to stage a gradual recovery, Hong Kong should see a modest... 16th August 2013 · 1 min read
China Economics Update Easing of one-child policy unlikely to alter growth outlook There is growing speculation that China’s one-child policy could be eased later this year. However, the economic impact of any change in the policy is likely to be relatively small. 13th August 2013 · 1 min read
China Economics Update Chinese recovery built on weak foundations Today’s data releases provide further evidence that China’s economy is improving. However, the rebound has been driven by investment spending and fuelled by rapid credit growth earlier this year. A... 9th August 2013 · 1 min read
China Economics Update Trade data add to evidence of renewed pick-up in investment The rebound in both China’s exports and imports in July was bigger than most had expected. On the export side, there are signs that foreign demand is recovering.Meanwhile, the import data provide... 8th August 2013 · 1 min read
China Economics Update Inflation Monitor (Jul 13.) Continued increases in pork and vegetable prices look likely to have driven consumer price inflation higher in July. Further rises probably lie ahead. 5th August 2013 · 1 min read
China Economics Update Interest rate liberalisation hurts financial stocks While the Hang Seng index has rebounded significantly in July, equity prices in Shanghai have changed little, although the cash crunch has passed. Meanwhile, the renminbi has been kept stable. 31st July 2013 · 1 min read
China Economics Update Is China suffering from deflation? If China has dropped into deflation, as many now claim, one implication is that stimulus would succeed in driving a sustainable economic rebound. But evidence of deflation is weak, at best. This is... 30th July 2013 · 1 min read
