China 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
China Chart Pack China on a risky path to recovery (Jul 09) Continued rapid loan growth in China makes the emergence of asset bubbles increasingly likely. Around a fifth of loans extended so far this year have been invested in the stock markets, according to... 24th July 2009 · 1 min read
Asia Economics Update China on course for strong growth and asset bubbles in H2 China’s economic recovery is real but the turnaround has probably not been as sharp as the official data would have us believe. Looking ahead, the rapid growth of lending in the first half of the year... 16th July 2009 · 1 min read
China Economics Update China on course for strong growth and asset bubbles in H2 China’s economic recovery is real but the turnaround has probably not been as sharp as the official data would have us believe. Looking ahead, the rapid growth of lending in the first half of the year... 16th July 2009 · 1 min read
Asia Economics Update Hot capital returns to China, raising inflation risks further The revival of confidence in China’s prospects appears to be drawing large amounts of speculative capital back into the economy, swelling the money supply and further raising inflation risks. Much of... 15th July 2009 · 1 min read
China Economics Update Hot capital returns to China, raising inflation risks further The revival of confidence in China’s prospects appears to be drawing large amounts of speculative capital back into the economy, swelling the money supply and further raising inflation risks. Much of... 15th July 2009 · 1 min read
Asia Economics Update Is political stability assured in China? The ongoing ethnic violence in China’s Xinjiang province has far more in common with last year’s unrest in Tibet than the Tiananmen Square demonstrations two decades ago. Investors will shrug it off... 7th July 2009 · 1 min read
China Economics Update Is political stability assured in China? The ongoing ethnic violence in China’s Xinjiang province has far more in common with last year’s unrest in Tibet than the Tiananmen Square demonstrations two decades ago. Investors will shrug it off... 7th July 2009 · 1 min read
Asia Chart Pack China on a risky path to recovery (Jul 09) Continued rapid loan growth in China makes the emergence of asset bubbles increasingly likely. Around a fifth of loans extended so far this year have been invested in the stock markets, according to... 2nd July 2009 · 1 min read
Asia Economics Update China's growth still falling short Our in-house measure of growth in the Chinese economy points to a stronger recovery in May but we still doubt that the economy will meets the government’s target for an 8% expansion this year. 22nd June 2009 · 1 min read
China Economics Update China’s growth still falling short Our in-house measure of growth in the Chinese economy points to a stronger recovery in May but we still doubt that the economy will meets the government’s target for an 8% expansion this year. 22nd June 2009 · 1 min read
Asia Economics Update What should we make of the surge in Chinese investment? China’s reported fixed investment soared in May. But if the economy is doing so well, why did imports post an even steeper decline? 11th June 2009 · 1 min read
China Economics Update What should we make of the surge in Chinese investment? China’s reported fixed investment soared in May. But if the economy is doing so well, why did imports post an even steeper decline? 11th June 2009 · 1 min read
Asia Economics Update More signs that Asia's recovery is taking its time The slight fall in China’s official PMI in May is actually fairly encouraging since the index usually falls by much more at this time of year. But Asia’s recovery is only gaining ground slowly, as... 1st June 2009 · 1 min read
China Economics Update More signs that Asia’s recovery is taking its time The slight fall in China’s official PMI in May is actually fairly encouraging since the index usually falls by much more at this time of year. But Asia’s recovery is only gaining ground slowly, as... 1st June 2009 · 1 min read
China Chart Pack Still waiting for a rebound (May 09) A mixed set of data over the past month has dampened hopes that rapid recovery is already underway in China. Reported investment growth is rising, yet sales of key investment inputs such as steel... 24th May 2009 · 1 min read
