China Chart Pack Signs of strength in labour market In contrast to China’s remarkably stable GDP figures, data on the labour market corroborate evidence from elsewhere that the economy strengthened in recent quarters. China created over 13 million new... 23rd January 2017 · 1 min read
Emerging Markets Economics Update Unpacking “political risk” in EMs The tendency to bracket all EM political risk under the banner of “rising populism” conceals important nuances and prevents a proper understanding of the economic consequences of the risks that are... 5th January 2017 · 1 min read
China Chart Pack Bond rout may have gone too far Chinese bond yields have jumped in recent weeks as strong economic activity and rising inflation have led many to anticipate monetary tightening. Yields may have risen too far. The latest surge in... 14th December 2016 · 1 min read
Asia Economics Weekly Asia well-placed to weather Fed rate hikes For most countries in Emerging Asia an increase in US interest rates is not a major cause for concern. However, aggressive Fed tightening could cause problems in Hong Kong, Malaysia and Indonesia. 9th December 2016 · 1 min read
Emerging Markets Economics Focus Ten key calls for EMs in 2017 Far from being the catastrophe that many had expected 2016 was – as we anticipated – a year of stabilisation and recovery for many emerging markets. In this Focus we outline the ten key issues that we... 5th December 2016 · 1 min read
China Chart Pack Property market starting to cool One of the key drivers of the economic turnaround this year, the property market,is starting to cool. Growth in the prices of new residential properties slumped inOctober in the largest (tier 1 and... 18th November 2016 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Oct.) Our Tracker shows that total capital outflows from the emerging world declined a little last month, and were barely a third of the size seen earlier in the year. The sell-off in EM financial markets... 11th November 2016 · 1 min read
China Data Response Hong Kong GDP (Q3) Hong Kong’s economy is currently growing close to trend, despite continued subdued growth in exports. The overheated property market remains the major concern, with the recent rebound in prices after... 11th November 2016 · 1 min read
Asia Economics Focus Household debt mountain to weigh on Asian consumers A surge in household borrowing has provided a key support to economic growth across large parts of Emerging Asia over the past few years. Worst case scenarios of a financial crisis are unlikely to... 3rd November 2016 · 1 min read
Metals Data Response China and India’s gold imports (Sep.) The latest import data out of China and India show that demand for gold in the two countries improved in September. We expect buying to have accelerated in October as consumers take advantage of... 27th October 2016 · 1 min read
China Chart Pack Mortgage surge not the key driver of stronger credit Growth in long-term loans to households, which consist mostly of mortgages, has jumped since early 2015 as the property market has heated up. In contrast, growth in other loans has slowed over the... 23rd September 2016 · 1 min read
China Economics Update Downturn in Hong Kong property market still has further to run Data released today show home prices in Hong Kong rising for a fourth straight month in July, raising hopes that the city’s property market correction may be over. But with interest rates set to rise... 31st August 2016 · 1 min read
China Chart Pack G20 blues lie ahead Residents of the Yangtze River Delta (YRD) can look forward to unusually clear skies as restrictions on industry to limit pollution ahead of next month’s G20 summit come into effect. According to... 17th August 2016 · 1 min read
China Economics Update Slow take-up to limit impact of Shenzhen-HK Connect Today’s approval of a link between stock markets in Hong Kong and Shenzhen may boost market sentiment and is a welcome signal that policymakers are keen to press on with financial reform as concerns... 16th August 2016 · 1 min read
China Data Response Hong Kong GDP (Q2) Today’s GDP figures show that Hong Kong’s economy rebounded strongly in the second quarter. However, the economy faces a number of headwinds and we expect growth to slow again in the coming quarters... 12th August 2016 · 1 min read
China Chart Pack No signs of major stress in labour market Recent data from China’s labour market corroborate evidence elsewhere that the economy has slowed since the start of 2015 but that it has avoided the collapse that many had feared. Migrant wage growth... 20th July 2016 · 1 min read
