Asia Chart Pack China - 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... 20th May 2009 · 1 min read
Asia Economics Update Is investment spurring recovery in China? Chinese investment soared last month according to the official figures. Yet something doesn’t add up. Steel inventories stayed high, steel prices remained flat and sales of excavators have plummeted... 15th May 2009 · 1 min read
China Economics Update Is investment spurring recovery in China? Chinese investment soared last month according to the official figures. Yet something doesn’t add up. Steel inventories stayed high, steel prices remained flat and sales of excavators have plummeted... 15th May 2009 · 1 min read
Asia Economics Update Slower loan growth good for China, bad for equities April’s sharp fall in the growth of lending in China could expose the degree to which credit growth has supported equities and broader sentiment. Slower loan growth tempers concerns about asset... 11th May 2009 · 1 min read
China Economics Update Slower loan growth good for China, bad for equities April’s sharp fall in the growth of lending in China could expose the degree to which credit growth has supported equities and broader sentiment. Slower loan growth tempers concerns about asset... 11th May 2009 · 1 min read
Asia Economics Update What should we make of China's concerns over QE? China is concerned that widespread adoption of quantitative easing in major economies poses a threat to exchange rate stability. But we should be wary of jumping to conclusions on what this means for... 8th May 2009 · 1 min read
China Economics Update What should we make of China’s concerns over QE? China is concerned that widespread adoption of quantitative easing in major economies poses a threat to exchange rate stability. But we should be wary of jumping to conclusions on what this means for... 8th May 2009 · 1 min read
Asia Economics Focus Can China grow by 8% this year? Signs of recovery in China have bolstered confidence that the economy can achieve or beat the government’s target of 8% GDP growth in 2009. But we suspect that China is growing more slowly than the... 6th May 2009 · 1 min read
China Economics Focus Can China grow by 8% this year? Signs of recovery in China have bolstered confidence that the economy can achieve or beat the government’s target of 8% GDP growth in 2009. But we suspect that China is growing more slowly than the... 6th May 2009 · 1 min read
Asia Economics Update Asian recovery still needs deeper roots There was much to cheer in China’s latest PMI and April’s export data from Korea. But they are consistent with stabilisation rather than either economy springing rapidly back to life. 1st May 2009 · 1 min read
China Economics Update Asian recovery still needs deeper roots There was much to cheer in China’s latest PMI and April’s export data from Korea. But they are consistent with stabilisation rather than either economy springing rapidly back to life. 1st May 2009 · 1 min read
Global Markets Update How much should we read into China’s gold "purchases"? The revelation of a jump in China’s official gold holdings is supporting gold prices and reviving fears that reserve diversification will undermine other dollar assets, notably US Treasuries. But the... 24th April 2009 · 1 min read
China Chart Pack China’s spending stimulus is smaller than it seems (Apr 09) On the eve of the G20 meeting, the received wisdom is that China has responded more forcefully to the global crisis than most others. The government budget has indeed turned sharply into deficit, but... 24th April 2009 · 1 min read
Asia Economics Update China stabilises, but recovery set to disappoint Growth may have bottomed out in the first quarter but with private sector and overseas demand still weak, China will not emerge from this downturn as rapidly as it went in. 16th April 2009 · 1 min read
China Economics Update China stabilises, but recovery set to disappoint Growth may have bottomed out in the first quarter but with private sector and overseas demand still weak, China will not emerge from this downturn as rapidly as it went in. 16th April 2009 · 1 min read
Asia Economics Update Has China's recovery begun? China’s official PMI rose above 50 in March. This is good news, but China’s economy is set for a tepid recovery at best. 2nd April 2009 · 1 min read
