China Data Response Trade & FX Reserves (Aug.) Exports fell last month as global demand softened and US tariffs continued to take their toll. Imports improved thanks to strong infrastructure spending but remain consistent with a further economic... 9th September 2019 · 4 mins read
China Data Response Trade (Jul.) Shipments in and out of China held up better than expected last month, but a sustained turnaround still looks unlikely in the near-term. 8th August 2019 · 2 mins read
China Data Response Hong Kong GDP (Q2 preliminary) Hong Kong’s economy lost momentum last quarter. Slower trade flows are more to blame for this than the recent protests, adding to downbeat signs on the health of the global economy. 31st July 2019 · 3 mins read
China Economic Outlook Slowdown set to resume China’s economy has stabilised in recent months thanks to surprisingly resilient property construction. But real estate developers will probably scale back the pace of new projects before long. And... 22nd July 2019 · 29 mins read
China Chart Pack Leveraging up again Nominal GDP growth and credit growth almost converged at the end of 2018, but the gap between them has widened again this year as growth has slowed and policymakers have shifted their focus away from... 17th July 2019 · 12 mins read
China Data Response GDP (Q2), Activity & Spending (Jun.) A stronger end to the quarter didn’t prevent growth from slowing in Q2 and we see more weakness on the horizon. Activity held up better than anticipated, but we expect this strength to be temporary. 15th July 2019 · 2 mins read
China Economics Weekly People’s Bank to follow the Fed The Fed has all-but-confirmed that it will cut rates at its upcoming meeting on 31st July. The PBOC is likely to follow suit, perhaps the next day, with a reduction to its reverse repo rates, the... 12th July 2019 · 6 mins read
China Data Response Trade (Jun.) Exports declined last month as a result of the step-up in US tariffs in May and waning global demand. Imports also weakened on the back of a renewed domestic slowdown. 12th July 2019 · 2 mins read
China Data Response Consumer & Producer Prices (Jun.) Lower oil prices kept headline inflation stable last month despite a further rise in pork prices. But with pig stocks still tumbling we think increases in consumer prices will start to accelerate... 10th July 2019 · 2 mins read
China Economics Weekly Fiscal stimulus is back, property curbs still in place Last month’s directive to boost infrastructure spending appears to have had an immediate result, with data this week showing a surge in issuance of infrastructure financing bonds. But easing remains a... 5th July 2019 · 7 mins read
