Asia 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...

31st March 2009 · 1 min read

Asia Economics Update

Have Chinese interest rates bottomed out?

A surge in lending might increase the chances that Chinese interest rates remain on hold this year, but if the economy remains weak, as we expect, the People’s Bank will still be forced to cut again.

12th March 2009 · 1 min read

China Economics Update

Have Chinese interest rates bottomed out?

A surge in lending might increase the chances that Chinese interest rates remain on hold this year, but if the economy remains weak, as we expect, the People’s Bank will still be forced to cut again.

12th March 2009 · 1 min read

Asia Economics Update

No new stimulus from China

The renewed optimism about China’s prospects that had supported global equities earlier in the week could start to unravel on the back of today’s disappointing budget.

5th March 2009 · 1 min read

China Economics Update

No new stimulus from China

The renewed optimism about China’s prospects that had supported global equities earlier in the week could start to unravel on the back of today’s disappointing budget.

5th March 2009 · 1 min read

Asia Economics Update

Seven key issues at China's National People's Congress

4th March 2009 · 1 min read

China Economics Update

Seven key issues at China’s National People’s Congress

China’s annual National People’s Congress (NPC) opens tomorrow with an address from Premier Wen Jiabao and the presentation of the government budget. Here are seven key issues to watch.

4th March 2009 · 1 min read

Asia Economics Update

Is China shifting its investment strategy?

The scale of China’s outward investment makes it a potentially powerful force in many markets, but also leaves China with few alternatives to foreign government debt for the bulk of its purchases.

26th February 2009 · 1 min read

China Economics Update

Is China shifting its investment strategy?

The scale of China’s outward investment makes it a potentially powerful force in many markets, but also leaves China with few alternatives to foreign government debt for the bulk of its purchases.

26th February 2009 · 1 min read

China Chart Pack

Too soon to expect a rebound in China (Feb 09)

A surge in bank lending in China has raised confidence that the government’s efforts to stimulate the economy are already bearing fruit. Shares prices in Shanghai have risen 22% since the start of the...

24th February 2009 · 1 min read

Asia Economics Focus

Surging bank loans not enough to save China

China’s banks seem to be playing their part in financing the government’s stimulus plans. But the rest of the economic data is bleak.

12th February 2009 · 1 min read

China Economics Focus

Surging bank loans not enough to save China

China’s banks seem to be playing their part in financing the government’s stimulus plans. But the rest of the economic data is bleak.

12th February 2009 · 1 min read

Asia Chart Pack

China - Too soon to expect a rebound in China (Feb 09)

A surge in bank lending in China has raised confidence that the government’s efforts to stimulate the economy are already bearing fruit. Shares prices in Shanghai have risen 22% since the start of the...

9th February 2009 · 1 min read

Asia Economics Update

Is China still the US Treasury's best friend?

The sustainability of China’s purchases of US Treasuries is once again being called into question. While the circumstances have shifted, much of the concern is familiar and still, we think, misguided.

4th February 2009 · 1 min read

China Economics Update

Is China still the US Treasury’s best friend?

The sustainability of China’s purchases of US Treasuries is once again being called into question. While the circumstances have shifted, much of the concern is familiar and still, we think, misguided.

4th February 2009 · 1 min read