Asia Chart Pack China: Consumption rebounds (Feb 08) After several years during which wages have grown more slowly than the economy, consumption accounted for barely a third of overall Chinese demand in 2007. But there are a couple of reasons to think... 7th February 2008 · 1 min read
Asia Economics Update Is China heading for a recession? Some influential commentators are now suggesting that China has as high a chance of sinking into recession over the next couple of years as the US (see Kenneth Rogoff in today’s FT for an example)... 5th February 2008 · 1 min read
Asia Economics Update Can Chinese fiscal policy do more to stimulate demand? Fears over the demise of the US consumer have left many wondering where the next source of global demand will come from. We are sceptical that increased Chinese demand will do much to offset the... 29th January 2008 · 1 min read
China Chart Pack China’s poorest get an income boost (Nov 07) Continued high inflation is a worry for China’s monetary policy-makers. But higher prices have helped many food producers: real incomes are now growing faster in rural areas than in the cities... 26th November 2007 · 1 min read
Asia Chart Pack China - China's poorest get an income boost (Nov 07) Continued high inflation is a worry for China’s monetary policy-makers. But higher prices have helped many food producers: real incomes are now growing faster in rural areas than in the cities... 22nd November 2007 · 1 min read
China Chart Pack China’s export ambitions take a hit (Sep 07) The biggest winners from the recent spate of scares over Chinese exports may be Chinese consumers, who have long dealt with product safety concerns far more serious than those experienced in export... 26th September 2007 · 1 min read
Asia Chart Pack China - China's export ambitions take a hit (Sep 07) The biggest winners from the recent spate of scares over Chinese exports may be Chinese consumers, who have long dealt with product safety concerns far more serious than those experienced in export... 4th September 2007 · 1 min read
China Chart Pack Higher inflation does not mean China is overheating (Aug 07) Expectation-beating GDP numbers and rapid inflation have again provoked talk of a hard landing for China. However growth close to current rates still looks sustainable. Inflation will probably climb... 26th August 2007 · 1 min read
Asia Chart Pack China - Higher inflation does not mean China is overheating. (Aug 07) Expectation-beating GDP numbers and rapid inflation have again provoked talk of a hard landing for China. However growth close to current rates still looks sustainable. Inflation will probably climb... 10th August 2007 · 1 min read
China Chart Pack China shows first signs of domestic rebalancing (Jul 07) China’s economy does not seem to be slowing, but there are tentative signs that a long-awaited rebalancing of domestic demand from investment to consumption is underway. China’s external imbalance –... 26th July 2007 · 1 min read
Asia Chart Pack China - China shows first signs of domestic rebalancing (Jul 07) China’s economy does not seem to be slowing, but there are tentative signs that a long-awaited rebalancing of domestic demand from investment to consumption is underway. China’s external imbalance –... 12th July 2007 · 1 min read
China Chart Pack Chinese inflation is under control (Jun 07) The boom in Chinese stocks and, now, a sudden spike in pork prices have been interpreted by some as evidence that the authorities are losing the battle to prevent China’s huge export earnings feeding... 26th June 2007 · 1 min read
Asia Chart Pack China - Chinese inflation is under control (Jun 07) The boom in Chinese stocks and, now, a sudden spike in pork prices have been interpreted by some as evidence that the authorities are losing the battle to prevent China’s huge export earnings feeding... 7th June 2007 · 1 min read
Asia Economics Focus What should we expect from the US-China dialogue? The second meeting of the US-China Strategic and Economic Dialogue this week will be a test of US Treasury Secretary Paulson’s non-confrontational approach with China. We think he will be hard-pressed... 21st May 2007 · 1 min read
China Economics Focus What should we expect from the US-China dialogue? The second meeting of the US-China Strategic and Economic Dialogue this week will be a test of US Treasury Secretary Paulson’s non-confrontational approach with China. We think he will be hard-pressed... 21st May 2007 · 1 min read
Asia Economics Focus How worried should we be about Chinese stock markets? China’s stock markets are overvalued but perhaps not by as much as recent gains would suggest. The equity boom started when valuations were at a low level and, although shares now look pricey compared... 10th May 2007 · 1 min read
