China 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
Asia Chart Pack China - 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... 5th August 2008 · 1 min read
Asia Economics Update Should we be worried by China’s awful PMI? Today’s sub-50 reading for China’s official PMI implies that the manufacturing sector is in outright decline. Some are suggesting this might be enough for policymakers to reconsider their stance on... 1st August 2008 · 1 min read
Asia Economics Update Change of tone in China, but no big policy shift Contrary to speculation by some commentators, Beijing’s slight change of emphasis on the economy over the weekend is more likely to show up in fiscal policy and administrative support for exporters... 28th July 2008 · 1 min read
Global Markets Update No policy shift on the Chinese renminbi Despite the slower pace of appreciation against the dollar in recent weeks, the renminbi is still likely to rise significantly more than the 5% or so priced into the forwards markets for the next 12... 24th July 2008 · 1 min read
Asia Economics Update China’s slowdown does not merit policy shift Today’s confirmation that both GDP growth and consumer price inflation have continued to slide in China raises the chance that officials will shift their policy concern to supporting economic activity... 17th July 2008 · 1 min read
Asia Economics Update Where next for Chinese fuel prices? Even after Thursday’s hike, China’s retail prices for refined fuels are well below those in international markets. However, that probably won’t be the case for much longer – either global oil prices... 25th June 2008 · 1 min read
China Chart Pack Chinese equity investors floundering again (Jun 08) China’s equity investors have been left stunned by a 20% fall in prices since the beginning of June. This has taken the benchmark Shanghai Composite index beneath the 3000 level that many investors... 24th June 2008 · 1 min read
Asia Economics Update Easing inflation concerns behind Chinese fuel price hike China’s decision to hike fuel prices confirms that domestic concerns over inflation are easing. What’s more, the move could help to cap global oil prices. 19th June 2008 · 1 min read
Asia Chart Pack China - Chinese equity investors floundering again (Jun 08) China’s equity investors have been left stunned by a 20% fall in prices since the beginning of June. This has taken the benchmark Shanghai Composite index beneath the 3000 level that many investors... 19th June 2008 · 1 min read
Asia Economics Update Chinese equities back at intervention levels Chinese equity prices are again scraping the levels at which many investors assume the government will intervene to provide support. In the long run though, the government’s unwillingness to step back... 10th June 2008 · 1 min read
Asia Economics Update China’s current account eases, but hot money fears remain Today’s release of China’s balance of payments figures for 2007 provides no firm answers to the question of whether hot capital inflows are flooding the country. Growth of the trade surplus has slowed... 5th June 2008 · 1 min read
Asia Economics Focus Will China's fuel subsidies be the next to go? High oil prices have forced a number of Asian countries to reform their fuel subsidy programmes in the last couple of weeks. China is by far the largest oil consumer in the region and matters far more... 5th June 2008 · 1 min read
China Economics Focus Will China’s fuel subsidies be the next to go? High oil prices have forced a number of Asian countries to reform their fuel subsidy programmes in the last couple of weeks. China is by far the largest oil consumer in the region and matters far more... 5th June 2008 · 1 min read
Asia Economics Focus How can China boost domestic demand? Rebalancing of China’s economy away from investment and heavy industry will require significant reform of the financial sector and of monetary policy, including higher (not lower) interest rates... 29th May 2008 · 1 min read
China Economics Focus How can China boost domestic demand? Rebalancing of China’s economy away from investment and heavy industry will require significant reform of the financial sector and of monetary policy, including higher (not lower) interest rates... 28th May 2008 · 1 min read
