China Chart Pack Growth halved and heading to 5% (Jan 09) China’s economic growth rate has halved in 18 months. We estimate that GDP increased by little more than 6% y/y in the fourth quarter after 9% in the third and a peak of 12.6% in the second quarter of... 24th January 2009 · 1 min read
Asia Economics Update Worse still to come in China Some glimmers of light in the monthly data from China are raising hopes that the world’s third largest economy may be through the worst after quarterly growth slumped in Q4. But we fear that incoming... 22nd January 2009 · 1 min read
China Economics Update Worse still to come in China Some glimmers of light in the monthly data from China are raising hopes that the world’s third largest economy may be through the worst after quarterly growth slumped in Q4. But we fear that incoming... 22nd January 2009 · 1 min read
Asia Economics Update China still suffering hot capital outflows Hot capital continues to flow out of China, although October’s flood has since diminished. This raises the chances of a modest renminbi depreciation against the dollar over the coming year. 13th January 2009 · 1 min read
China Economics Update China still suffering hot capital outflows Hot capital continues to flow out of China, although October’s flood has since diminished. This raises the chances of a modest renminbi depreciation against the dollar over the coming year. 13th January 2009 · 1 min read
Asia Chart Pack China - Growth halved and heading to 5% (Jan 08) China’s economic growth rate has halved in 18 months. We estimate that GDP increased by little more than 6% y/y in the fourth quarter after 9% in the third and a peak of 12.6% in the second quarter of... 8th January 2009 · 1 min read
China Chart Pack Will the stimulus come too late? (Dec 08) A run of poor data and doubts about the effectiveness of the government’s stimulus plans have prompted us to cut our 2009 GDP growth forecast for China from 8% to 7%. Admittedly, the government’s... 24th December 2008 · 1 min read
Global Economics Focus Could China end up making things worse in 2009? 18th December 2008 · 1 min read
China Economics Focus Could China end up making things worse in 2009? Developments in China’s economy will do little to support growth in the rest of the world next year and China’s policy response to the slowdown could even end up making things far worse. 18th December 2008 · 1 min read
Asia Economics Update Chinese exports fall off a cliff Local sources suggest that Chinese exports have experienced a sudden collapse. This may explain last week’s inter-day weakness in the renminbi. But the case for a sustained depreciation is still poor. 8th December 2008 · 1 min read
China Economics Update Chinese exports fall off a cliff Local sources suggest that Chinese exports have experienced a sudden collapse. This may explain last week’s inter-day weakness in the renminbi. But the case for a sustained depreciation is still poor. 8th December 2008 · 1 min read
Asia Economics Update Should China force a renminbi depreciation? A sizeable depreciation of the renminbi against the dollar would be provocative during a global slump and might do little to help China’s economy. 4th December 2008 · 1 min read
China Economics Update Should China force a renminbi depreciation? A sizeable depreciation of the renminbi against the dollar would be provocative during a global slump and might do little to help China’s economy. 4th December 2008 · 1 min read
Asia Chart Pack China - Will the stimulus come too late? (Dec 08) A run of poor data and doubts about the effectiveness of the government’s stimulus plans have prompted us to cut our 2009 GDP growth forecast for China from 8% to 7%. Admittedly, the government’s... 3rd December 2008 · 1 min read
Asia Economics Update China slashes interest rates With credit quotas lifted, China’s aggressive rate cuts today should ensure that the flow of credit to the economy is sustained. But the government’s hopes that the banking sector will finance much of... 26th November 2008 · 1 min read
