China Economics Update China shifts stance with surprise rate cut Today’s unexpected rate cut in China is intended as a sign that the government is willing to act preemptively to guarantee continued strong economic growth. But there will also be suspicions that the... 15th September 2008 · 1 min read
China Economics Update Policy rethink ahead in China as inflation subsides Today’s trade and inflation data from China open the door to a series of policy adjustments, including to fuel pricing, but an end to currency appreciation is unlikely to be among them. 10th September 2008 · 1 min read
China Economics Update China’s economy can do without a fiscal stimulus Market speculation that China’s government is lining up a big fiscal package is likely to prove unfounded. With the economy still in good shape, there is no immediate need for a stimulus. Nonetheless... 21st August 2008 · 1 min read
China Economics Update Chinese consumers on top of the world With consumer spending outpacing expectations, China will this year contribute twice as much to growth in real global consumption as the US, euro-zone and Japan combined. (See Chart 1.) This should... 18th August 2008 · 1 min read
