China Economics Update What does China need to stay healthy at 60? As China’s government celebrates 60 years of the People’s Republic, the experience of Japan and the Asian Tigers underlines the case for China to shift its economic model to sustain rapid growth. 30th September 2009 · 1 min read
Asia Economics Update China still hurtling along Our China Activity Proxy (CAP) suggests that China’s economy expanded at an annualised pace of 15% over the summer. With many companies only just starting to spend the proceeds of loans, rapid growth... 28th September 2009 · 1 min read
China Economics Update China still hurtling along Our China Activity Proxy (CAP) suggests that China’s economy expanded at an annualised pace of 15% over the summer. With many companies only just starting to spend the proceeds of loans, rapid growth... 28th September 2009 · 1 min read
China Chart Pack China shows no signs of flagging (Sep 09) China’s August data provided further evidence that the upswing in activity is still gathering pace. Savers are moving funds to easier-to-access demand accounts, and lending is still growing rapidly... 24th September 2009 · 1 min read
Asia Chart Pack China shows no signs of flagging (Sep 09) China’s August data provided further evidence that the upswing in activity is still gathering pace. Savers are moving funds to easier-to-access demand accounts, and lending is still growing rapidly... 14th September 2009 · 1 min read
Asia Economics Update China still accelerating China’s monthly data for August support our view that the economy is still accelerating. The current structure of growth may be unsustainable in the long-run, but the government appears unwilling to... 11th September 2009 · 1 min read
China Economics Update China still accelerating China’s monthly data for August support our view that the economy is still accelerating. The current structure of growth may be unsustainable in the long-run, but the government appears unwilling to... 11th September 2009 · 1 min read
Asia Economics Update PMIs point to continued momentum in emerging Asia The short histories and sketchy track records of PMIs in emerging Asia limit their usefulness as leading indicators. Nonetheless, they are increasingly closely-watched. Read alongside other recent... 1st September 2009 · 1 min read
China Economics Update PMIs point to continued momentum in emerging Asia 1st September 2009 · 1 min read
Asia Economics Update Is China’s momentum slipping? Investors may have overestimated the speed of China’s recovery in the first half of 2009. But by focusing too narrowly on headline investment and loans data – such as those released for July today –... 11th August 2009 · 1 min read
China Economics Update Is China’s momentum slipping? Investors may have overestimated the speed of China’s recovery in the first half of 2009. But by focusing too narrowly on headline investment and loans data – such as those released for July today –... 11th August 2009 · 1 min read
Asia Economics Focus A new angle on Chinese growth A little-noticed report published last week by the People’s Bank of China (PBC) gives arguably the best estimate yet of how much China’s economy slowed at the end of last year and how rapidly it has... 7th August 2009 · 1 min read
China Economics Focus A new angle on Chinese growth A little-noticed report published last week by the People’s Bank of China (PBC) gives arguably the best estimate yet of how much China’s economy slowed at the end of last year and how rapidly it has... 7th August 2009 · 1 min read
Asia Economics Update Don’t trust China’s numbers, but don’t doubt the rebound Few will be surprised by the suggestion on the front page of today’s FT that China’s growth figures don’t add up. We created our China Activity Proxy (CAP) in an attempt to sidestep scepticism about... 5th August 2009 · 1 min read
China Economics Update Don’t trust China’s numbers, but don’t doubt the rebound Few will be surprised by the suggestion on the front page of today’s FT that China’s growth figures don’t add up. We created our China Activity Proxy (CAP) in an attempt to sidestep scepticism about... 5th August 2009 · 1 min read
Asia Economics Update China's leaders play to domestic audiences too The future of the dollar will be in the spotlight at high-level meetings between China and the US today and tomorrow. China is understandably concerned about the value of its stock of reserve assets... 27th July 2009 · 1 min read
