Asia Economics Update China tries to stem the equity slide, again Chinese share valuations are now at their lowest in more than a decade. Yet government attempts today to give them a boost through a tax cut and direct share purchases may be more harmful than helpful... 18th September 2008 · 1 min read
China Economics Update China tries to stem the equity slide, again Chinese share valuations are now at their lowest in more than a decade. Yet government attempts today to give them a boost through a tax cut and direct share purchases may be more harmful than helpful... 18th September 2008 · 1 min read
Asia Economics Update China shifts stance with surprise rate cut Today’s unexpected rate cut in China is intended as a sign that the government is willing to act preemptively to guarantee continued strong economic growth. But there will also be suspicions that the... 15th September 2008 · 1 min read
China Economics Update China shifts stance with surprise rate cut Today’s unexpected rate cut in China is intended as a sign that the government is willing to act preemptively to guarantee continued strong economic growth. But there will also be suspicions that the... 15th September 2008 · 1 min read
Asia Economics Focus Markets are wrong about the renminbi Markets appear to have all but given up on the idea that the renminbi will appreciate against the dollar over the next year. But we find nothing in the data on China’s real economy or in the outlook... 11th September 2008 · 1 min read
China Economics Focus Markets are wrong about the renminbi Markets appear to have all but given up on the idea that the renminbi will appreciate against the dollar over the next year. But we find nothing in the data on China’s real economy or in the outlook... 11th September 2008 · 1 min read
Asia Economics Update Policy rethink ahead in China as inflation subsides Today’s trade and inflation data from China open the door to a series of policy adjustments, including to fuel pricing, but an end to currency appreciation is unlikely to be among them. 10th September 2008 · 1 min read
China Economics Update Policy rethink ahead in China as inflation subsides Today’s trade and inflation data from China open the door to a series of policy adjustments, including to fuel pricing, but an end to currency appreciation is unlikely to be among them. 10th September 2008 · 1 min read
China Chart Pack Fall in renminbi appreciation expectations is overdone (Aug 08) Officials at the People’s Bank of China should be feeling pretty pleased with themselves. Market expectations for future renminbi appreciation have tumbled following a month of slower currency gains... 24th August 2008 · 1 min read
Asia Economics Update China’s economy can do without a fiscal stimulus Market speculation that China’s government is lining up a big fiscal package is likely to prove unfounded. With the economy still in good shape, there is no immediate need for a stimulus. Nonetheless... 21st August 2008 · 1 min read
China Economics Update China’s economy can do without a fiscal stimulus Market speculation that China’s government is lining up a big fiscal package is likely to prove unfounded. With the economy still in good shape, there is no immediate need for a stimulus. Nonetheless... 21st August 2008 · 1 min read
Asia Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Global Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Asia Economics Update Chinese consumers on top of the world With consumer spending outpacing expectations, China will this year contribute twice as much to growth in real global consumption as the US, euro-zone and Japan combined. (See Chart 1.) This should... 18th August 2008 · 1 min read
China Economics Update Chinese consumers on top of the world With consumer spending outpacing expectations, China will this year contribute twice as much to growth in real global consumption as the US, euro-zone and Japan combined. (See Chart 1.) This should... 18th August 2008 · 1 min read
Asia Economics Focus Will China still look as strong after the Olympics? For many, China enters a new era with the hosting of the Olympics. There is a growing sense that China is also going through an economic transition: a poor run of data has sparked questions over... 8th August 2008 · 1 min read
