Filtered by Subscriptions: China Economics Use setting China Economics
Continued high inflation is a worry for China’s monetary policy-makers. But higher prices have helped many food producers: real incomes are now growing faster in rural areas than in the cities. Families also seem to have reacted to higher food bills by …
26th November 2007
The biggest winners from the recent spate of scares over Chinese exports may be Chinese consumers, who have long dealt with product safety concerns far more serious than those experienced in export markets. For their part, most Chinese manufacturers can …
26th September 2007
Expectation-beating GDP numbers and rapid inflation have again provoked talk of a hard landing for China. However growth close to current rates still looks sustainable. Inflation will probably climb even higher as food prices continue to rise this summer. …
26th August 2007
China’s economy does not seem to be slowing, but there are tentative signs that a long-awaited rebalancing of domestic demand from investment to consumption is underway. China’s external imbalance – the current account surplus – yawns ever wider though …
26th July 2007
The boom in Chinese stocks and, now, a sudden spike in pork prices have been interpreted by some as evidence that the authorities are losing the battle to prevent China’s huge export earnings feeding inflation. In fact, pork price inflation is a global, …
26th June 2007
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 to pull anything much from his hat. As a result, those …
21st May 2007
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 to other Asian markets, they are not yet at historic …
10th May 2007
China’s economy surged ahead in the first quarter with investment, consumption and trade all stronger than expected or (with the exception of consumption) hoped for. As if on cue, March inflation broke through 3%, the highest for two years. But there is …
26th April 2007
The surge in China’s trade surplus in January and February grabbed the headlines. But we suspect that the jump in export growth was at least partly driven by firms bringing shipments forward to avoid expected reductions to export tax rebates. As such it …
26th March 2007
China’s economic growth should ease this year and next to an average of around 9.0% as the investment boom finally comes to an end and the trade surplus increases at a much slower rate. Fears that “overheating” will cause policymakers to slam on the …
26th February 2007
Record trade surpluses, buoyant retail sales and a renewed acceleration in electricity production are among many indicators pointing to continued strong growth throughout the second half of the year. Indeed, what some have called “runaway” growth in the …
26th October 2006
The surge in GDP growth in the second quarter has encouraged fears that the Chinese economy is about to overheat. However, there is still little hard evidence of an inflation problem. The monetary data suggests that consumer price inflation might rise to …
26th August 2006
